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JP Morgan Private Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$539K Sell
13,851
-13
-0.1% -$527 ﹤0.01% 1220
2023
Q2 		$557K Sell
13,864
-143,392
-91% -$5.87M ﹤0.01% 982
2023
Q1 		$6.38M Sell
157,256
-704
-0.4% -$29.8K 0.01% 534
2022
Q4 		$6.53M Sell
157,960
-9,753
-6% -$389K 0.01% 517
2022
Q3 		$6.4M Sell
167,713
-13,511
-7% -$586K 0.02% 500
2022
Q2 		$8.02M Buy
181,224
+16,629
+10% +$794K 0.02% 458
2022
Q1 		$8.55M Sell
164,595
-11,939
-7% -$622K 0.02% 477
2021
Q4 		$9.52M Buy
176,534
+19,809
+13% +$1.12M 0.02% 447
2021
Q3 		$8.82M Sell
156,725
-23,208
-13% -$1.36M 0.02% 456
2021
Q2 		$10.5M Sell
179,933
-4,834
-3% -$281K 0.03% 407
2021
Q1 		$10.3M Sell
184,767
-12,477
-6% -$682K 0.03% 367
2020
Q4 		$10.7M Sell
197,244
-5,015
-2% -$259K 0.03% 351
2020
Q3 		$9.83M Sell
202,259
-81,616
-29% -$3.97M 0.04% 331
2020
Q2 		$13.2M Buy
283,875
+259,601
+1,069% +$11.7M 0.06% 252
2020
Q1 		$1.04M Sell
24,274
-56
-0.2% -$3.02K 0.01% 702
2019
Q4 		$1.44M Buy
24,330
+4,665
+24% +$280K 0.01% 682
2019
Q3 		$1.15M Buy
19,665
+1,048
+6% +$61.2K 0.01% 713
2019
Q2 		$1.1M Hold
18,617
– – 0.01% 723
2019
Q1 		$1.11M Sell
18,617
-403
-2% -$22.8K 0.01% 761
2018
Q4 		$997K Buy
19,020
+174
+0.9% +$9.39K 0.01% 750
2018
Q3 		$1.06M Buy
+18,846
New +$1.08M 0.01% 810

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 0.09% in Q3 2023, selling an estimated $527 and leaving 13,851 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

JP Morgan Private Wealth Advisors first reported a position in VNQI in Q3 2018 and has held it in 21 quarters since. The position peaked at $13.2M in Q2 2020. 328 funds tracked by Wall St. Rank hold VNQI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,851 shares of Vanguard Global ex-US Real Estate ETF worth $539K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13 Vanguard Global ex-US Real Estate ETF shares in Q3 2023, an estimated $527.
  • Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1220 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $13.2M in Q2 2020.
  • 328 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2023.

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