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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.32M	Sell	8,879 -400	-4%	-$62.5K	﹤0.01%	884
2023 Q2	$1.44M	Buy	9,279 +1,642	+22%	+$244K	0.01%	662
2023 Q1	$1.12M	Buy	7,637 +255	+3%	+$37.2K	﹤0.01%	1116
2022 Q4	$1.03M	Hold	7,382	–	–	﹤0.01%	1125
2022 Q3	$916K	Buy	7,382 +3,529	+92%	+$483K	﹤0.01%	1178
2022 Q2	$512K	Buy	3,853 +380	+11%	+$54.3K	﹤0.01%	1446
2022 Q1	$523K	Buy	3,473 +944	+37%	+$140K	﹤0.01%	1514
2021 Q4	$383K	Buy	2,529 +450	+22%	+$66.2K	﹤0.01%	1649
2021 Q3	$292K	Buy	+2,079	New	+$300K	﹤0.01%	1706

Other funds holding VOOV

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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 4.3% in Q3 2023, selling an estimated $62.5K and leaving 8,879 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #884.

JP Morgan Private Wealth Advisors first reported a position in VOOV in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2023. 291 funds tracked by Wall St. Rank hold VOOV as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,879 shares of Vanguard S&P 500 Value ETF worth $1.32M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 400 Vanguard S&P 500 Value ETF shares in Q3 2023, an estimated $62.5K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #884 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $1.44M in Q2 2023.
291 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2023.

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