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JP Morgan Private Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$951K Sell
14,218
-13,897
-49% -$965K ﹤0.01% 993
2023
Q2 		$1.96M Sell
28,115
-5,249
-16% -$362K 0.01% 566
2023
Q1 		$2.26M Sell
33,364
-880
-3% -$59.1K ﹤0.01% 834
2022
Q4 		$2.2M Buy
34,244
+1,820
+6% +$114K ﹤0.01% 808
2022
Q3 		$1.86M Buy
32,424
+12,696
+64% +$811K ﹤0.01% 866
2022
Q2 		$1.25M Buy
19,728
+8,145
+70% +$557K ﹤0.01% 1023
2022
Q1 		$858K Buy
11,583
+73
+0.6% +$5.46K ﹤0.01% 1287
2021
Q4 		$898K Sell
11,510
-861
-7% -$68.8K ﹤0.01% 1300
2021
Q3 		$1M Buy
12,371
+1,411
+13% +$116K ﹤0.01% 1210
2021
Q2 		$902K Buy
+10,960
New +$910K ﹤0.01% 1244
2021
Q1 		– Sell
-3,722
Closed -$296K – 1803
2020
Q4 		$296K Buy
3,722
+56
+2% +$4.12K ﹤0.01% 1501
2020
Q3 		$249K Sell
3,666
-204
-5% -$13.6K ﹤0.01% 1429
2020
Q2 		$246K Sell
3,870
-1,740
-31% -$105K ﹤0.01% 1389
2020
Q1 		$309K Sell
5,610
-654
-10% -$41.8K ﹤0.01% 1128
2019
Q4 		$436K Buy
6,264
+1,003
+19% +$68.8K ﹤0.01% 1101
2019
Q3 		$347K Sell
5,261
-2,185
-29% -$142K ﹤0.01% 1135
2019
Q2 		$492K Sell
7,446
-592
-7% -$38.8K ﹤0.01% 996
2019
Q1 		$529K Buy
8,038
+801
+11% +$51.8K ﹤0.01% 1013
2018
Q4 		$439K Sell
7,237
-269
-4% -$17.4K ﹤0.01% 1019
2018
Q3 		$533K Buy
+7,506
New +$523K ﹤0.01% 1047
2013
Q4 		– Sell
-7,765
Closed -$472K – 711
2013
Q3 		$472K Buy
7,765
+274
+4% +$16K 0.01% 446
2013
Q2 		$418K Buy
+7,491
New +$438K 0.01% 435

Other funds holding VPL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard FTSE Pacific ETF (VPL) stake by 49% in Q3 2023, selling an estimated $965K and leaving 14,218 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

JP Morgan Private Wealth Advisors first reported a position in VPL in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.26M in Q1 2023. 321 funds tracked by Wall St. Rank hold VPL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,218 shares of Vanguard FTSE Pacific ETF worth $951K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13,897 Vanguard FTSE Pacific ETF shares in Q3 2023, an estimated $965K.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #993 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $2.26M in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2023.

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