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JP Morgan Private Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$98.6M Sell
1,893,708
-304,744
-14% -$16.7M 0.28% 89
2023
Q2 		$121M Sell
2,198,452
-730,888
-25% -$38.3M 0.63% 37
2023
Q1 		$154M Sell
2,929,340
-79,808
-3% -$4.25M 0.33% 77
2022
Q4 		$153M Buy
3,009,148
+428,076
+17% +$21.8M 0.34% 70
2022
Q3 		$121M Buy
2,581,072
+64,524
+3% +$3.37M 0.32% 78
2022
Q2 		$124M Sell
2,516,548
-16,716
-0.7% -$903K 0.32% 82
2022
Q1 		$151M Sell
2,533,264
-195,676
-7% -$11.5M 0.33% 77
2021
Q4 		$174M Buy
2,728,940
+501,860
+23% +$31.5M 0.37% 68
2021
Q3 		$132M Buy
2,227,080
+281,948
+14% +$17M 0.32% 75
2021
Q2 		$115M Buy
1,945,132
+410,904
+27% +$23.8M 0.3% 82
2021
Q1 		$84.9M Sell
1,534,228
-23,548
-2% -$1.28M 0.27% 91
2020
Q4 		$80.5M Buy
1,557,776
+157,588
+11% +$7.63M 0.26% 93
2020
Q3 		$61.7M Buy
1,400,188
+483,196
+53% +$21.1M 0.24% 102
2020
Q2 		$37.6M Sell
916,992
-74,260
-7% -$2.84M 0.17% 130
2020
Q1 		$32.6M Buy
991,252
+41,216
+4% +$1.71M 0.18% 122
2019
Q4 		$42.3M Buy
950,036
+65,640
+7% +$2.82M 0.19% 123
2019
Q3 		$37.1M Buy
884,396
+94,484
+12% +$3.95M 0.19% 124
2019
Q2 		$33M Buy
789,912
+23,396
+3% +$957K 0.18% 128
2019
Q1 		$30.8M Buy
766,516
+25,420
+3% +$978K 0.16% 142
2018
Q4 		$25.6M Sell
741,096
-7,008
-0.9% -$263K 0.16% 145
2018
Q3 		$30.7M Buy
748,104
+75,048
+11% +$3.06M 0.15% 155
2018
Q2 		$26.5M Buy
673,056
+62,512
+10% +$2.45M 0.15% 152
2018
Q1 		$23.5M Sell
610,544
-1,306,248
-68% -$51.4M 0.16% 140
2017
Q4 		$74.2M Buy
1,916,792
+67,372
+4% +$2.54M 0.49% 53
2017
Q3 		$68M Buy
1,849,420
+59,672
+3% +$2.15M 0.49% 56
2017
Q2 		$63.8M Buy
1,789,748
+71,192
+4% +$2.52M 0.48% 55
2017
Q1 		$59.8M Buy
1,718,556
+1,283,280
+295% +$44.1M 0.46% 56
2016
Q4 		$14.3M Buy
435,276
+59,532
+16% +$1.93M 0.12% 168
2016
Q3 		$12.2M Buy
375,744
+81,480
+28% +$2.61M 0.11% 176
2016
Q2 		$9.09M Buy
294,264
+8,516
+3% +$260K 0.09% 196
2016
Q1 		$8.66M Buy
285,748
+40,332
+16% +$1.14M 0.08% 189
2015
Q4 		$7.37M Buy
245,416
+47,012
+24% +$1.43M 0.08% 202
2015
Q3 		$5.79M Buy
198,404
+27,664
+16% +$862K 0.07% 219
2015
Q2 		$5.44M Sell
170,740
-5,260
-3% -$171K 0.06% 237
2015
Q1 		$5.84M Buy
176,000
+3,960
+2% +$124K 0.07% 231
2014
Q4 		$5.31M Sell
172,040
-87,840
-34% -$2.65M 0.06% 237
2014
Q3 		$7.62M Sell
259,880
-1,828
-0.7% -$54.3K 0.1% 206
2014
Q2 		$7.76M Sell
261,708
-9,200
-3% -$263K 0.13% 165
2014
Q1 		$7.69M Buy
270,908
+94,872
+54% +$2.63M 0.14% 163
2013
Q4 		$4.84M Buy
176,036
+69,844
+66% +$1.86M 0.1% 188
2013
Q3 		$2.72M Buy
106,192
+256
+0.2% +$6.42K 0.06% 220
2013
Q2 		$2.52M Buy
+105,936
New +$2.51M 0.06% 222

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 14% in Q3 2023, selling an estimated $16.7M and leaving 1,893,708 shares worth $98.6M. The position accounts for 0.28% of the portfolio, ranked #89.

JP Morgan Private Wealth Advisors first reported a position in VO in Q2 2013 and has held it in 42 quarters since. The position peaked at $174M in Q4 2021. 1,651 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,893,708 shares of Vanguard Morningstar Mid-Cap ETF worth $98.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 304,744 Vanguard Morningstar Mid-Cap ETF shares in Q3 2023, an estimated $16.7M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.28% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #89 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $174M in Q4 2021.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2023.

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