JP Morgan Private Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.31M	Sell	6,742 -1,050	-13%	-$213K	﹤0.01%	885
2023 Q2	$1.57M	Sell	7,792 -1,610	-17%	-$307K	0.01%	643
2023 Q1	$1.75M	Sell	9,402 -242,336	-96%	-$44.1M	﹤0.01%	932
2022 Q4	$43.9M	Buy	251,738 +243,457	+2,940%	+$42.6M	0.1%	194
2022 Q3	$1.35M	Buy	8,281 +1,276	+18%	+$231K	﹤0.01%	999
2022 Q2	$1.2M	Buy	7,005 +1,442	+26%	+$270K	﹤0.01%	1037
2022 Q1	$1.15M	Buy	5,563 +56	+1%	+$11.4K	﹤0.01%	1147
2021 Q4	$1.21M	Sell	5,507 -192	-3%	-$40.9K	﹤0.01%	1150
2021 Q3	$1.14M	Sell	5,699 -15	-0.3%	-$3.08K	﹤0.01%	1156
2021 Q2	$1.14M	Buy	5,714 +81	+1%	+$15.8K	﹤0.01%	1129
2021 Q1	$1.04M	Sell	5,633 -110	-2%	-$19.9K	﹤0.01%	1014
2020 Q4	$1.01M	Sell	5,743 -1,383	-19%	-$228K	﹤0.01%	1006
2020 Q3	$1.1M	Buy	7,126 +1,222	+21%	+$187K	﹤0.01%	854
2020 Q2	$838K	Sell	5,904 -71	-1%	-$9.51K	﹤0.01%	878
2020 Q1	$701K	Sell	5,975 -26	-0.4%	-$3.63K	﹤0.01%	820
2019 Q4	$885K	Hold	6,001	–	–	﹤0.01%	844
2019 Q3	$816K	Sell	6,001 -10	-0.2%	-$1.36K	﹤0.01%	831
2019 Q2	$810K	Buy	6,011 +2,299	+62%	+$304K	﹤0.01%	816
2019 Q1	$482K	Buy	+3,712	New	+$463K	﹤0.01%	1051
2018 Q4	–	Sell	-1,537	Closed	-$205K	–	1598
2018 Q3	$205K	Buy	+1,537	New	+$201K	﹤0.01%	1473
2018 Q1	–	Sell	-2,240	Closed	-$274K	–	1387
2017 Q4	$274K	Hold	2,240	–	–	﹤0.01%	1083
2017 Q3	$259K	Hold	2,240	–	–	﹤0.01%	1070
2017 Q2	$249K	Hold	2,240	–	–	﹤0.01%	1082
2017 Q1	$243K	Buy	+2,240	New	+$239K	﹤0.01%	1164

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 13% in Q3 2023, selling an estimated $213K and leaving 6,742 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #885.

JP Morgan Private Wealth Advisors first reported a position in VONE in Q1 2017 and has held it in 24 quarters since. The position peaked at $43.9M in Q4 2022. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,742 shares of Vanguard Russell 1000 ETF worth $1.31M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,050 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $213K.
Vanguard Russell 1000 ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #885 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2017 and has held it in 24 quarters since.
JP Morgan Private Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $43.9M in Q4 2022.
235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

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