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JP Morgan Private Wealth Advisors’s Vistra VST Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$713K Buy
+21,479
New +$645K ﹤0.01% 1102
2022
Q1 		– Sell
-9,170
Closed -$209K – 2081
2021
Q4 		$209K Buy
+9,170
New +$184K ﹤0.01% 1895

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Vistra (VST) in Q3 2023: 21,479 shares worth $713K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in VST as recently as Q4 2021.

JP Morgan Private Wealth Advisors first reported a position in VST in Q4 2021 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold VST as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,479 shares of Vistra worth $713K as of Q3 2023.
  • Vistra was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Vistra made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1102 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vistra in Q4 2021 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Vistra as of Q3 2023.

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