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JP Morgan Private Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$14.9M Sell
76,445
-1,523
-2% -$313K 0.04% 311
2023
Q2 		$16M Sell
77,968
-9,564
-11% -$1.83M 0.08% 180
2023
Q1 		$16.7M Sell
87,532
-32,674
-27% -$6.21M 0.04% 338
2022
Q4 		$22M Buy
120,206
+51,020
+74% +$9.13M 0.05% 291
2022
Q3 		$10.9M Buy
69,186
+6,420
+10% +$1.12M 0.03% 380
2022
Q2 		$10.3M Sell
62,766
-4,589
-7% -$812K 0.03% 396
2022
Q1 		$13.1M Buy
67,355
+17,383
+35% +$3.34M 0.03% 388
2021
Q4 		$10.1M Buy
49,972
+1,912
+4% +$382K 0.02% 432
2021
Q3 		$9.03M Buy
48,060
+3,452
+8% +$677K 0.02% 449
2021
Q2 		$8.76M Buy
44,608
+6,629
+17% +$1.3M 0.02% 446
2021
Q1 		$7.19M Buy
37,979
+2,624
+7% +$467K 0.02% 426
2020
Q4 		$6.01M Buy
35,355
+8,995
+34% +$1.44M 0.02% 440
2020
Q3 		$3.82M Buy
26,360
+748
+3% +$105K 0.01% 494
2020
Q2 		$3.33M Sell
25,612
-103
-0.4% -$12.6K 0.02% 459
2020
Q1 		$2.84M Sell
25,715
-2,591
-9% -$367K 0.02% 453
2019
Q4 		$4.36M Buy
28,306
+8,830
+45% +$1.33M 0.02% 450
2019
Q3 		$2.85M Buy
19,476
+1,977
+11% +$286K 0.01% 522
2019
Q2 		$2.55M Buy
17,499
+1,340
+8% +$191K 0.01% 539
2019
Q1 		$2.26M Sell
16,159
-734
-4% -$99.3K 0.01% 582
2018
Q4 		$2.03M Buy
16,893
+6,167
+57% +$818K 0.01% 565
2018
Q3 		$1.58M Buy
10,726
+1,343
+14% +$194K 0.01% 679
2018
Q2 		$1.27M Buy
9,383
+1,556
+20% +$217K 0.01% 703
2018
Q1 		$1.09M Buy
7,827
+325
+4% +$46.8K 0.01% 633
2017
Q4 		$1.07M Buy
7,502
+1,058
+16% +$145K 0.01% 644
2017
Q3 		$865K Buy
6,444
+725
+13% +$93.9K 0.01% 671
2017
Q2 		$734K Buy
5,719
+2,538
+80% +$320K 0.01% 700
2017
Q1 		$394K Buy
3,181
+281
+10% +$34.6K ﹤0.01% 952
2016
Q4 		$346K Sell
2,900
-190
-6% -$21.8K ﹤0.01% 940
2016
Q3 		$343K Sell
3,090
-5,864
-65% -$647K ﹤0.01% 930
2016
Q2 		$952K Buy
8,954
+6,089
+213% +$644K 0.01% 607
2016
Q1 		$301K Buy
+2,865
New +$280K ﹤0.01% 946

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VIS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard Industrials ETF (VIS) stake by 2% in Q3 2023, selling an estimated $313K and leaving 76,445 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #311.

JP Morgan Private Wealth Advisors first reported a position in VIS in Q1 2016 and has held it in 31 quarters since. The position peaked at $22M in Q4 2022. 398 funds tracked by Wall St. Rank hold VIS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 76,445 shares of Vanguard Industrials ETF worth $14.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,523 Vanguard Industrials ETF shares in Q3 2023, an estimated $313K.
  • Vanguard Industrials ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #311 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Industrials ETF in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Industrials ETF position peaked at $22M in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.