JMPWA
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JP Morgan Private Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$11.5M Buy
109,512
+5,336
+5% +$577K 0.03% 350
2023
Q2 		$11.1M Buy
104,176
+18,499
+22% +$1.86M 0.06% 219
2023
Q1 		$8.28M Sell
85,677
-52,744
-38% -$4.86M 0.02% 474
2022
Q4 		$11.4M Buy
138,421
+60,637
+78% +$5.11M 0.03% 397
2022
Q3 		$6.41M Buy
77,784
+13,929
+22% +$1.33M 0.02% 498
2022
Q2 		$6M Buy
63,855
+12,204
+24% +$1.27M 0.02% 523
2022
Q1 		$6.2M Buy
51,651
+9,607
+23% +$1.18M 0.01% 554
2021
Q4 		$5.7M Sell
42,044
-1,682
-4% -$234K 0.01% 579
2021
Q3 		$6.16M Buy
43,726
+2,071
+5% +$301K 0.02% 545
2021
Q2 		$5.99M Buy
41,655
+2,499
+6% +$344K 0.02% 543
2021
Q1 		$5.09M Sell
39,156
-1,850
-5% -$236K 0.02% 506
2020
Q4 		$4.93M Buy
41,006
+2,277
+6% +$254K 0.02% 487
2020
Q3 		$3.94M Sell
38,729
-1,023
-3% -$104K 0.02% 485
2020
Q2 		$3.7M Buy
39,752
+7,232
+22% +$640K 0.02% 427
2020
Q1 		$2.48M Sell
32,520
-4,045
-11% -$365K 0.01% 488
2019
Q4 		$3.44M Sell
36,565
-525
-1% -$47.5K 0.02% 507
2019
Q3 		$3.22M Buy
37,090
+22,304
+151% +$1.97M 0.02% 501
2019
Q2 		$1.28M Sell
14,786
-10,870
-42% -$940K 0.01% 687
2019
Q1 		$2.14M Buy
25,656
+14,881
+138% +$1.21M 0.01% 598
2018
Q4 		$798K Buy
10,775
+3,157
+41% +$252K ﹤0.01% 824
2018
Q3 		$663K Buy
7,618
+240
+3% +$20.7K ﹤0.01% 971
2018
Q2 		$627K Buy
7,378
+224
+3% +$19K ﹤0.01% 929
2018
Q1 		$599K Buy
7,154
+712
+11% +$63K ﹤0.01% 808
2017
Q4 		$587K Buy
6,442
+1,517
+31% +$136K ﹤0.01% 819
2017
Q3 		$454K Buy
4,925
+574
+13% +$53K ﹤0.01% 883
2017
Q2 		$400K Buy
4,351
+942
+28% +$89.4K ﹤0.01% 910
2017
Q1 		$323K Buy
3,409
+1,392
+69% +$137K ﹤0.01% 1040
2016
Q4 		$202K Buy
+2,017
New +$190K ﹤0.01% 1162

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Vanguard Communication Services ETF (VOX) stake by 5.1% in Q3 2023, buying an estimated $577K and bringing the position to 109,512 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #350.

JP Morgan Private Wealth Advisors first reported a position in VOX in Q4 2016 and has held it in 28 quarters since. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 109,512 shares of Vanguard Communication Services ETF worth $11.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 5,336 Vanguard Communication Services ETF shares in Q3 2023, an estimated $577K.
  • Vanguard Communication Services ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #350 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2016 and has held it in 28 quarters since.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

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