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JP Morgan Private Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$775M Sell
1,972,787
-137,213
-7% -$56.1M 2.21% 4
2023
Q2 		$859M Sell
2,110,000
-372,102
-15% -$144M 4.46% 2
2023
Q1 		$933M Sell
2,482,102
-170,456
-6% -$62.5M 1.98% 5
2022
Q4 		$932M Buy
2,652,558
+20,243
+0.8% +$7.15M 2.08% 5
2022
Q3 		$864M Buy
2,632,315
+119,979
+5% +$43.8M 2.26% 4
2022
Q2 		$871M Buy
2,512,336
+135,895
+6% +$51.2M 2.23% 4
2022
Q1 		$987M Buy
2,376,441
+88,570
+4% +$36.3M 2.14% 4
2021
Q4 		$999M Buy
2,287,871
+66,651
+3% +$28.1M 2.15% 4
2021
Q3 		$876M Buy
2,221,220
+163,220
+8% +$66.2M 2.14% 4
2021
Q2 		$810M Buy
2,058,000
+222,933
+12% +$85.6M 2.1% 5
2021
Q1 		$669M Sell
1,835,067
-112,154
-6% -$39.8M 2.16% 4
2020
Q4 		$669M Buy
1,947,221
+102,841
+6% +$33.5M 2.17% 5
2020
Q3 		$567M Buy
1,844,380
+54,427
+3% +$16.6M 2.21% 5
2020
Q2 		$507M Sell
1,789,953
-36,191
-2% -$9.74M 2.31% 5
2020
Q1 		$432M Buy
1,826,144
+124,795
+7% +$35M 2.45% 4
2019
Q4 		$503M Buy
1,701,349
+125,700
+8% +$35.6M 2.29% 4
2019
Q3 		$430M Buy
1,575,649
+108,590
+7% +$29.5M 2.24% 4
2019
Q2 		$395M Sell
1,467,059
-149,285
-9% -$39.5M 2.16% 4
2019
Q1 		$420M Buy
1,616,344
+56
+0% +$14K 2.19% 3
2018
Q4 		$371M Buy
1,616,288
+83,459
+5% +$20.7M 2.26% 3
2018
Q3 		$409M Sell
1,532,829
-70,363
-4% -$18.4M 2% 3
2018
Q2 		$400M Buy
1,603,192
+287,092
+22% +$71.3M 2.24% 3
2018
Q1 		$319M Buy
1,316,100
+11,581
+0.9% +$2.91M 2.15% 3
2017
Q4 		$320M Buy
1,304,519
+22,518
+2% +$5.38M 2.11% 3
2017
Q3 		$296M Buy
1,282,001
+2,238
+0.2% +$507K 2.13% 3
2017
Q2 		$284M Buy
1,279,763
+32,143
+3% +$7.07M 2.16% 3
2017
Q1 		$270M Sell
1,247,620
-61,405
-5% -$13.1M 2.09% 3
2016
Q4 		$269M Buy
1,309,025
+261,826
+25% +$52.5M 2.34% 3
2016
Q3 		$208M Sell
1,047,199
-110,524
-10% -$21.9M 1.94% 3
2016
Q2 		$223M Buy
1,157,723
+165,811
+17% +$31.6M 2.16% 3
2016
Q1 		$187M Sell
991,912
-74,871
-7% -$13.4M 1.79% 7
2015
Q4 		$199M Buy
1,066,783
+448,209
+72% +$84.4M 2.05% 5
2015
Q3 		$109M Buy
618,574
+23,735
+4% +$4.41M 1.36% 9
2015
Q2 		$112M Buy
594,839
+70,983
+14% +$13.7M 1.29% 9
2015
Q1 		$99.1M Buy
523,856
+61,037
+13% +$11.6M 1.13% 14
2014
Q4 		$87.2M Buy
462,819
+137,040
+42% +$25.3M 1.04% 18
2014
Q3 		$58.8M Buy
325,779
+42,381
+15% +$7.68M 0.76% 29
2014
Q2 		$50.9M Buy
283,398
+29,050
+11% +$5.06M 0.86% 26
2014
Q1 		$43.6M Buy
254,348
+27,803
+12% +$4.68M 0.8% 32
2013
Q4 		$38.3M Buy
+226,545
New +$36.7M 0.77% 35
2013
Q3 		– Sell
-126,422
Closed -$18.5M – 665
2013
Q2 		$18.5M Buy
+126,422
New +$18.6M 0.46% 67

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 VOO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q3 2023, selling an estimated $56.1M and leaving 1,972,787 shares worth $775M. The position accounts for 2.21% of the portfolio, ranked #4.

JP Morgan Private Wealth Advisors first reported a position in VOO in Q2 2013 and has held it in 41 quarters since. The position peaked at $999M in Q4 2021. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,972,787 shares of Vanguard S&P 500 ETF worth $775M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 137,213 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $56.1M.
  • Vanguard S&P 500 ETF made up 2.21% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #4 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard S&P 500 ETF position peaked at $999M in Q4 2021.
  • 2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

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