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JP Morgan Private Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$28.6M Sell
146,209
-5,024
-3% -$1.02M 0.08% 228
2023
Q2 		$30.7M Sell
151,233
-7,196
-5% -$1.38M 0.16% 124
2023
Q1 		$29.6M Sell
158,429
-175
-0.1% -$31.9K 0.06% 261
2022
Q4 		$27.6M Buy
158,604
+11,253
+8% +$1.97M 0.06% 265
2022
Q3 		$24.1M Sell
147,351
-1,983
-1% -$361K 0.06% 261
2022
Q2 		$25.7M Buy
149,334
+1,079
+0.7% +$203K 0.07% 255
2022
Q1 		$30.9M Buy
148,255
+741
+0.5% +$152K 0.07% 254
2021
Q4 		$32.6M Buy
147,514
+1,156
+0.8% +$248K 0.07% 247
2021
Q3 		$29.4M Sell
146,358
-1,982
-1% -$410K 0.07% 253
2021
Q2 		$29.8M Buy
148,340
+60,751
+69% +$11.9M 0.08% 243
2021
Q1 		$16.2M Sell
87,589
-15,069
-15% -$2.73M 0.05% 309
2020
Q4 		$18M Sell
102,658
-2,257
-2% -$375K 0.06% 277
2020
Q3 		$16.4M Buy
104,915
+694
+0.7% +$107K 0.06% 245
2020
Q2 		$14.9M Buy
104,221
+8,779
+9% +$1.19M 0.07% 225
2020
Q1 		$11.3M Buy
95,442
+4,996
+6% +$702K 0.06% 242
2019
Q4 		$13.4M Buy
90,446
+4,528
+5% +$641K 0.06% 266
2019
Q3 		$11.7M Buy
85,918
+1,635
+2% +$222K 0.06% 261
2019
Q2 		$11.4M Sell
84,283
-3,840
-4% -$508K 0.06% 258
2019
Q1 		$11.4M Sell
88,123
-1,821
-2% -$228K 0.06% 267
2018
Q4 		$10.3M Buy
89,944
+70
+0.1% +$8.67K 0.06% 255
2018
Q3 		$12M Buy
89,874
+11,653
+15% +$1.53M 0.06% 267
2018
Q2 		$9.76M Buy
78,221
+2,410
+3% +$299K 0.05% 280
2018
Q1 		$9.19M Buy
75,811
+16,624
+28% +$2.09M 0.06% 247
2017
Q4 		$7.25M Buy
59,187
+4,247
+8% +$507K 0.05% 274
2017
Q3 		$6.34M Buy
54,940
+780
+1% +$88.3K 0.05% 282
2017
Q2 		$6.01M Buy
54,160
+878
+2% +$96.6K 0.05% 277
2017
Q1 		$5.76M Buy
53,282
+1,971
+4% +$210K 0.04% 287
2016
Q4 		$5.25M Buy
51,311
+9,287
+22% +$930K 0.05% 272
2016
Q3 		$4.17M Buy
42,024
+6,123
+17% +$606K 0.04% 302
2016
Q2 		$3.44M Buy
35,901
+12,719
+55% +$1.21M 0.03% 330
2016
Q1 		$2.18M Buy
23,182
+12,743
+122% +$1.14M 0.02% 384
2015
Q4 		$976K Buy
10,439
+3
+0% +$282 0.01% 532
2015
Q3 		$919K Sell
10,436
-2,551
-20% -$238K 0.01% 491
2015
Q2 		$1.23M Sell
12,987
-600
-4% -$58.1K 0.01% 459
2015
Q1 		$1.29M Buy
13,587
+976
+8% +$92.7K 0.01% 466
2014
Q4 		$1.19M Buy
12,611
+670
+6% +$61.8K 0.01% 492
2014
Q3 		$1.08M Buy
11,941
+75
+0.6% +$6.82K 0.01% 499
2014
Q2 		$1.07M Sell
11,866
-232
-2% -$20.3K 0.02% 399
2014
Q1 		$1.04M Buy
12,098
+1,996
+20% +$169K 0.02% 397
2013
Q4 		$857K Sell
10,102
-2,919
-22% -$237K 0.02% 373
2013
Q3 		$1.01M Buy
13,021
+1,875
+17% +$144K 0.02% 333
2013
Q2 		$818K Buy
+11,146
New +$822K 0.02% 345

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.3% in Q3 2023, selling an estimated $1.02M and leaving 146,209 shares worth $28.6M. The position accounts for 0.08% of the portfolio, ranked #228.

JP Morgan Private Wealth Advisors first reported a position in VV in Q2 2013 and has held it in 42 quarters since. The position peaked at $32.6M in Q4 2021. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 146,209 shares of Vanguard Morningstar Large-Cap ETF worth $28.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,024 Vanguard Morningstar Large-Cap ETF shares in Q3 2023, an estimated $1.02M.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #228 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $32.6M in Q4 2021.
  • 938 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2023.

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