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

JP Morgan Private Wealth Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.97M Buy
120,798
+4,572
+4% +$194K 0.01% 505
2023
Q2 		$4.92M Sell
116,226
-4,428
-4% -$176K 0.03% 340
2023
Q1 		$4.63M Sell
120,654
-10,446
-8% -$384K 0.01% 605
2022
Q4 		$4.61M Sell
131,100
-9,120
-7% -$329K 0.01% 597
2022
Q3 		$4.87M Buy
140,220
+44,970
+47% +$1.76M 0.01% 566
2022
Q2 		$3.46M Sell
95,250
-2,388
-2% -$95K 0.01% 677
2022
Q1 		$4.49M Buy
97,638
+6,942
+8% +$313K 0.01% 652
2021
Q4 		$4.56M Buy
90,696
+822
+0.9% +$39.8K 0.01% 637
2021
Q3 		$4M Buy
89,874
+9,684
+12% +$444K 0.01% 653
2021
Q2 		$3.51M Buy
80,190
+7,206
+10% +$300K 0.01% 683
2021
Q1 		$2.86M Sell
72,984
-8,130
-10% -$316K 0.01% 649
2020
Q4 		$3.11M Buy
81,114
+11,082
+16% +$404K 0.01% 606
2020
Q3 		$2.43M Sell
70,032
-546
-0.8% -$18.6K 0.01% 601
2020
Q2 		$2.2M Buy
70,578
+5,886
+9% +$170K 0.01% 557
2020
Q1 		$1.6M Buy
64,692
+43,188
+201% +$1.23M 0.01% 587
2019
Q4 		$625K Buy
21,504
+5,940
+38% +$165K ﹤0.01% 963
2019
Q3 		$419K Buy
15,564
+1,254
+9% +$34K ﹤0.01% 1055
2019
Q2 		$384K Buy
14,310
+960
+7% +$25.3K ﹤0.01% 1064
2019
Q1 		$344K Sell
13,350
-402
-3% -$9.85K ﹤0.01% 1151
2018
Q4 		$309K Buy
13,752
+3,948
+40% +$95.4K ﹤0.01% 1157
2018
Q3 		$259K Buy
+9,804
New +$252K ﹤0.01% 1374

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.9% in Q3 2023, buying an estimated $194K and bringing the position to 120,798 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #505.

JP Morgan Private Wealth Advisors first reported a position in VOOG in Q3 2018 and has held it in 21 quarters since. 368 funds tracked by Wall St. Rank hold VOOG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 120,798 shares of Vanguard S&P 500 Growth ETF worth $4.97M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,572 Vanguard S&P 500 Growth ETF shares in Q3 2023, an estimated $194K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #505 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2018 and has held it in 21 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2023.

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