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JP Morgan Private Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$23.5M Sell
252,092
-17,639
-7% -$1.71M 0.07% 251
2023
Q2 		$26.2M Sell
269,731
-6,494
-2% -$609K 0.14% 142
2023
Q1 		$25.4M Sell
276,225
-379,685
-58% -$34.4M 0.05% 280
2022
Q4 		$56.5M Buy
655,910
+438,553
+202% +$37.5M 0.13% 169
2022
Q3 		$17.1M Sell
217,357
-24,235
-10% -$2.13M 0.04% 307
2022
Q2 		$20.6M Sell
241,592
-4,436
-2% -$410K 0.05% 278
2022
Q1 		$24.9M Sell
246,028
-16,713
-6% -$1.69M 0.05% 288
2021
Q4 		$28.2M Buy
262,741
+2,633
+1% +$280K 0.06% 266
2021
Q3 		$26.5M Buy
260,108
+76,545
+42% +$8.02M 0.06% 267
2021
Q2 		$19M Buy
183,563
+14,750
+9% +$1.5M 0.05% 314
2021
Q1 		$16.4M Sell
168,813
-6,802
-4% -$654K 0.05% 306
2020
Q4 		$16.3M Buy
175,615
+1,287
+0.7% +$112K 0.05% 296
2020
Q3 		$14.1M Buy
174,328
+7,173
+4% +$576K 0.05% 271
2020
Q2 		$12.5M Sell
167,155
-40,759
-20% -$2.87M 0.06% 254
2020
Q1 		$13.1M Sell
207,914
-147,972
-42% -$11.2M 0.07% 220
2019
Q4 		$28.8M Buy
355,886
+21,383
+6% +$1.66M 0.13% 154
2019
Q3 		$25M Buy
334,503
+4,396
+1% +$328K 0.13% 155
2019
Q2 		$24.8M Sell
330,107
-38,842
-11% -$2.88M 0.14% 159
2019
Q1 		$27M Sell
368,949
-62,362
-14% -$4.43M 0.14% 158
2018
Q4 		$28.2M Buy
431,311
+251,549
+140% +$17.6M 0.17% 135
2018
Q3 		$13.6M Buy
179,762
+167,474
+1,363% +$12.6M 0.07% 250
2018
Q2 		$902K Sell
12,288
-85
-0.7% -$6.34K 0.01% 810
2018
Q1 		$911K Sell
12,373
-9,779
-44% -$741K 0.01% 669
2017
Q4 		$1.65M Buy
22,152
+6,812
+44% +$495K 0.01% 530
2017
Q3 		$1.08M Buy
15,340
+49
+0.3% +$3.4K 0.01% 607
2017
Q2 		$1.03M Buy
15,291
+7,736
+102% +$517K 0.01% 613
2017
Q1 		$493K Buy
7,555
+157
+2% +$10K ﹤0.01% 863
2016
Q4 		$451K Sell
7,398
-25,106
-77% -$1.52M ﹤0.01% 843
2016
Q3 		$1.98M Sell
32,504
-4,835
-13% -$292K 0.02% 440
2016
Q2 		$2.17M Buy
+37,339
New +$2.17M 0.02% 424
2016
Q1 		– Sell
-189,426
Closed -$10.9M – 1302
2015
Q4 		$10.9M Buy
+189,426
New +$11.1M 0.11% 172
2013
Q4 		– Sell
-6,385
Closed -$355K – 714
2013
Q3 		$355K Buy
+6,385
New +$347K 0.01% 486

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 6.5% in Q3 2023, selling an estimated $1.71M and leaving 252,092 shares worth $23.5M. The position accounts for 0.07% of the portfolio, ranked #251.

JP Morgan Private Wealth Advisors first reported a position in VT in Q3 2013 and has held it in 32 quarters since. The position peaked at $56.5M in Q4 2022. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 252,092 shares of Vanguard Total World Stock ETF worth $23.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 17,639 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $1.71M.
  • Vanguard Total World Stock ETF made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #251 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2013 and has held it in 32 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Total World Stock ETF position peaked at $56.5M in Q4 2022.
  • 785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

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