JP Morgan Private Wealth Advisors’s Vodafone VOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $809K | Buy |
+85,338
| New | +$808K | ﹤0.01% | 1057 |
|
|
2023
Q2 | – | Sell |
-92,820
| Closed | -$1.02M | – | 1908 |
|
|
2023
Q1 | $1.02M | Sell |
92,820
-65,407
| -41% | -$745K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $1.6M | Sell |
158,227
-10,608
| -6% | -$119K | ﹤0.01% | 930 |
|
|
2022
Q3 | $1.91M | Buy |
168,835
+4,718
| +3% | +$65.9K | 0.01% | 858 |
|
|
2022
Q2 | $2.56M | Buy |
164,117
+59,039
| +56% | +$943K | 0.01% | 763 |
|
|
2022
Q1 | $1.75M | Sell |
105,078
-115,242
| -52% | -$1.96M | ﹤0.01% | 960 |
|
|
2021
Q4 | $3.29M | Sell |
220,320
-5,132
| -2% | -$78.3K | 0.01% | 735 |
|
|
2021
Q3 | $3.48M | Buy |
225,452
+98,249
| +77% | +$1.63M | 0.01% | 691 |
|
|
2021
Q2 | $2.18M | Buy |
127,203
+63,411
| +99% | +$1.19M | 0.01% | 841 |
|
|
2021
Q1 | $1.18M | Sell |
63,792
-13,154
| -17% | -$238K | ﹤0.01% | 968 |
|
|
2020
Q4 | $1.27M | Buy |
76,946
+16,419
| +27% | +$257K | ﹤0.01% | 915 |
|
|
2020
Q3 | $812K | Sell |
60,527
-5,616
| -8% | -$84.7K | ﹤0.01% | 966 |
|
|
2020
Q2 | $1.05M | Buy |
66,143
+3,250
| +5% | +$49K | ﹤0.01% | 790 |
|
|
2020
Q1 | $866K | Buy |
62,893
+20,186
| +47% | +$361K | ﹤0.01% | 752 |
|
|
2019
Q4 | $826K | Buy |
42,707
+417
| +1% | +$8.31K | ﹤0.01% | 869 |
|
|
2019
Q3 | $842K | Buy |
42,290
+3,659
| +9% | +$66.3K | ﹤0.01% | 822 |
|
|
2019
Q2 | $631K | Sell |
38,631
-529,464
| -93% | -$9.11M | ﹤0.01% | 901 |
|
|
2019
Q1 | $10.3M | Sell |
568,095
-15,173
| -3% | -$281K | 0.05% | 282 |
|
|
2018
Q4 | $11.2M | Buy |
583,268
+487,234
| +507% | +$9.73M | 0.07% | 245 |
|
|
2018
Q3 | $2.08M | Sell |
96,034
-40,014
| -29% | -$930K | 0.01% | 619 |
|
|
2018
Q2 | $3.31M | Sell |
136,048
-1,030
| -0.8% | -$28.1K | 0.02% | 491 |
|
|
2018
Q1 | $3.81M | Buy |
137,078
+16,429
| +14% | +$489K | 0.03% | 373 |
|
|
2017
Q4 | $3.85M | Buy |
120,649
+20,454
| +20% | +$613K | 0.03% | 370 |
|
|
2017
Q3 | $2.85M | Buy |
100,195
+1,835
| +2% | +$53.1K | 0.02% | 407 |
|
|
2017
Q2 | $2.83M | Sell |
98,360
-6,716
| -6% | -$187K | 0.02% | 400 |
|
|
2017
Q1 | $2.78M | Sell |
105,076
-657
| -0.6% | -$16.8K | 0.02% | 414 |
|
|
2016
Q4 | $2.58M | Sell |
105,733
-128,732
| -55% | -$3.39M | 0.02% | 392 |
|
|
2016
Q3 | $6.83M | Buy |
234,465
+159,609
| +213% | +$4.86M | 0.06% | 240 |
|
|
2016
Q2 | $2.31M | Buy |
74,856
+14,749
| +25% | +$479K | 0.02% | 410 |
|
|
2016
Q1 | $1.93M | Buy |
60,107
+13,020
| +28% | +$405K | 0.02% | 406 |
|
|
2015
Q4 | $1.52M | Buy |
47,087
+7,488
| +19% | +$244K | 0.02% | 432 |
|
|
2015
Q3 | $1.26M | Sell |
39,599
-10,364
| -21% | -$369K | 0.02% | 423 |
|
|
2015
Q2 | $1.82M | Buy |
49,963
+1,936
| +4% | +$69.7K | 0.02% | 388 |
|
|
2015
Q1 | $1.57M | Buy |
48,027
+401
| +0.8% | +$13.8K | 0.02% | 422 |
|
|
2014
Q4 | $1.63M | Buy |
47,626
+6,949
| +17% | +$234K | 0.02% | 425 |
|
|
2014
Q3 | $1.34M | Sell |
40,677
-2,406
| -6% | -$80.2K | 0.02% | 440 |
|
|
2014
Q2 | $1.44M | Sell |
43,083
-5,028
| -10% | -$178K | 0.02% | 343 |
|
|
2014
Q1 | $1.77M | Sell |
48,111
-35,422
| -42% | -$1.37M | 0.03% | 306 |
|
|
2013
Q4 | $3.35M | Buy |
83,533
+16,394
| +24% | +$617K | 0.07% | 213 |
|
|
2013
Q3 | $2.41M | Sell |
67,139
-7,791
| -10% | -$246K | 0.05% | 232 |
|
|
2013
Q2 | $2.2M | Buy |
+74,930
| New | +$2.24M | 0.05% | 234 |
|
Other funds holding VOD
AACR
IPAM
AGA
JP Morgan Private Wealth Advisors's VOD Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Vodafone (VOD) in Q3 2023: 85,338 shares worth $809K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in VOD as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in VOD in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.2M in Q4 2018. 510 funds tracked by Wall St. Rank hold VOD as of Q3 2023.
- JP Morgan Private Wealth Advisors held 85,338 shares of Vodafone worth $809K as of Q3 2023.
- Vodafone was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Vodafone made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1057 holding.
- JP Morgan Private Wealth Advisors first reported a position in Vodafone in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Vodafone position peaked at $11.2M in Q4 2018.
- 510 funds tracked by Wall St. Rank held Vodafone as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.