JMPWA
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JP Morgan Private Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$188M Sell
886,700
-97,811
-10% -$21.7M 0.54% 39
2023
Q2 		$217M Sell
984,511
-194,086
-16% -$40.5M 1.13% 17
2023
Q1 		$241M Sell
1,178,597
-99,699
-8% -$20M 0.51% 44
2022
Q4 		$244M Buy
1,278,296
+119,271
+10% +$23M 0.55% 40
2022
Q3 		$208M Buy
1,159,025
+92,206
+9% +$18.4M 0.54% 44
2022
Q2 		$201M Buy
1,066,819
+183,977
+21% +$37.8M 0.51% 49
2022
Q1 		$201M Sell
882,842
-3,944
-0.4% -$887K 0.44% 59
2021
Q4 		$214M Buy
886,786
+99,573
+13% +$23.5M 0.46% 51
2021
Q3 		$175M Buy
787,213
+83,005
+12% +$18.9M 0.43% 58
2021
Q2 		$157M Buy
704,208
+166,916
+31% +$36.2M 0.41% 56
2021
Q1 		$111M Sell
537,292
-45,292
-8% -$9.16M 0.36% 66
2020
Q4 		$113M Buy
582,584
+36,591
+7% +$6.69M 0.37% 66
2020
Q3 		$93M Buy
545,993
+20,240
+4% +$3.4M 0.36% 67
2020
Q2 		$82.3M Buy
525,753
+11,432
+2% +$1.69M 0.38% 71
2020
Q1 		$66.3M Sell
514,321
-117,711
-19% -$18.2M 0.38% 70
2019
Q4 		$103M Buy
632,032
+6,924
+1% +$1.08M 0.47% 54
2019
Q3 		$94.4M Buy
625,108
+55,113
+10% +$8.31M 0.49% 52
2019
Q2 		$85.6M Sell
569,995
-95,331
-14% -$14M 0.47% 54
2019
Q1 		$96.3M Sell
665,326
-564
-0.1% -$78.7K 0.5% 50
2018
Q4 		$85M Buy
665,890
+18,704
+3% +$2.58M 0.52% 45
2018
Q3 		$96.9M Buy
647,186
+67,659
+12% +$9.96M 0.47% 54
2018
Q2 		$81.4M Buy
579,527
+151,859
+36% +$21.2M 0.46% 55
2018
Q1 		$58M Buy
427,668
+51,148
+14% +$7.17M 0.39% 62
2017
Q4 		$51.7M Sell
376,520
-6,269
-2% -$839K 0.34% 79
2017
Q3 		$49.6M Sell
382,789
-2,090
-0.5% -$265K 0.36% 72
2017
Q2 		$47.9M Buy
384,879
+33,949
+10% +$4.18M 0.36% 75
2017
Q1 		$42.6M Buy
350,930
+89,675
+34% +$10.7M 0.33% 80
2016
Q4 		$30.1M Buy
261,255
+91,882
+54% +$10.3M 0.26% 97
2016
Q3 		$18.9M Sell
169,373
-53,120
-24% -$5.89M 0.18% 135
2016
Q2 		$23.8M Sell
222,493
-49,394
-18% -$5.23M 0.23% 109
2016
Q1 		$28.5M Buy
271,887
+12,053
+5% +$1.2M 0.27% 94
2015
Q4 		$27.1M Buy
259,834
+27,279
+12% +$2.87M 0.28% 97
2015
Q3 		$23M Sell
232,555
-4,180
-2% -$439K 0.29% 99
2015
Q2 		$25.3M Buy
236,735
+18,290
+8% +$2M 0.29% 97
2015
Q1 		$23.4M Buy
218,445
+102,648
+89% +$11M 0.27% 100
2014
Q4 		$12.3M Buy
115,797
+1,995
+2% +$206K 0.15% 154
2014
Q3 		$11.5M Sell
113,802
-2,320
-2% -$237K 0.15% 154
2014
Q2 		$11.8M Sell
116,122
-1,547
-1% -$152K 0.2% 125
2014
Q1 		$11.5M Buy
117,669
+6,152
+6% +$589K 0.21% 123
2013
Q4 		$10.7M Buy
111,517
+17,857
+19% +$1.64M 0.21% 120
2013
Q3 		$8.21M Buy
93,660
+1,975
+2% +$172K 0.19% 139
2013
Q2 		$7.58M Buy
+91,685
New +$7.61M 0.19% 133

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q3 2023, selling an estimated $21.7M and leaving 886,700 shares worth $188M. The position accounts for 0.54% of the portfolio, ranked #39.

JP Morgan Private Wealth Advisors first reported a position in VTI in Q2 2013 and has held it in 42 quarters since. The position peaked at $244M in Q4 2022. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 886,700 shares of Vanguard Morningstar Total Stock Market ETF worth $188M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 97,811 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $21.7M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.54% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #39 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $244M in Q4 2022.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

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