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JP Morgan Private Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$171M Sell
4,358,628
-142,288
-3% -$5.81M 0.49% 46
2023
Q2 		$183M Sell
4,500,916
-1,976,180
-31% -$79.7M 0.95% 23
2023
Q1 		$262M Buy
6,477,096
+523,603
+9% +$21.3M 0.56% 35
2022
Q4 		$232M Buy
5,953,493
+499,033
+9% +$19M 0.52% 48
2022
Q3 		$199M Buy
5,454,460
+442,210
+9% +$18M 0.52% 50
2022
Q2 		$209M Sell
5,012,250
-34,671
-0.7% -$1.5M 0.53% 45
2022
Q1 		$233M Buy
5,046,921
+24,578
+0.5% +$1.18M 0.5% 45
2021
Q4 		$248M Buy
5,022,343
+258,997
+5% +$13.1M 0.53% 40
2021
Q3 		$238M Buy
4,763,346
+335,539
+8% +$17.3M 0.58% 33
2021
Q2 		$240M Buy
4,427,807
+554,249
+14% +$29.5M 0.62% 30
2021
Q1 		$202M Buy
3,873,558
+263,425
+7% +$14M 0.65% 25
2020
Q4 		$181M Buy
3,610,133
+307,964
+9% +$14.5M 0.59% 38
2020
Q3 		$143M Sell
3,302,169
-419,764
-11% -$18.2M 0.56% 42
2020
Q2 		$147M Buy
3,721,933
+483,455
+15% +$17.9M 0.67% 31
2020
Q1 		$109M Buy
3,238,478
+133,660
+4% +$5.45M 0.62% 37
2019
Q4 		$138M Buy
3,104,818
+76,506
+3% +$3.24M 0.63% 34
2019
Q3 		$122M Sell
3,028,312
-275,551
-8% -$11.4M 0.64% 36
2019
Q2 		$141M Sell
3,303,863
-383,851
-10% -$16.2M 0.77% 25
2019
Q1 		$157M Buy
3,687,714
+151,559
+4% +$6.24M 0.82% 24
2018
Q4 		$135M Buy
3,536,155
+34,076
+1% +$1.32M 0.82% 24
2018
Q3 		$144M Buy
3,502,079
+3,363,174
+2,421% +$141M 0.7% 25
2018
Q2 		$5.86M Sell
138,905
-1,314,691
-90% -$59.4M 0.03% 371
2018
Q1 		$68.3M Buy
1,453,596
+8,417
+0.6% +$404K 0.46% 50
2017
Q4 		$66.3M Buy
1,445,179
+31,976
+2% +$1.43M 0.44% 58
2017
Q3 		$61.6M Buy
1,413,203
+22,039
+2% +$954K 0.44% 62
2017
Q2 		$56.8M Buy
1,391,164
+1,238,039
+809% +$50.2M 0.43% 62
2017
Q1 		$6.08M Buy
153,125
+112,998
+282% +$4.36M 0.05% 279
2016
Q4 		$1.44M Sell
40,127
-1,427,285
-97% -$52.3M 0.01% 507
2016
Q3 		$55.2M Buy
1,467,412
+856,288
+140% +$31.9M 0.51% 55
2016
Q2 		$21.5M Buy
611,124
+469,146
+330% +$16M 0.21% 117
2016
Q1 		$4.91M Sell
141,978
-34,849
-20% -$1.09M 0.05% 254
2015
Q4 		$5.78M Sell
176,827
-6,414
-4% -$221K 0.06% 226
2015
Q3 		$6.06M Buy
+183,241
New +$6.66M 0.08% 211
2015
Q2 		– Sell
-188,649
Closed -$7.71M – 1143
2015
Q1 		$7.71M Sell
188,649
-28,901
-13% -$1.18M 0.09% 205
2014
Q4 		$8.71M Sell
217,550
-2,507
-1% -$103K 0.1% 195
2014
Q3 		$9.18M Buy
+220,057
New +$9.77M 0.12% 188
2013
Q4 		– Sell
-1,052,426
Closed -$42.2M – 715
2013
Q3 		$42.2M Sell
1,052,426
-259,792
-20% -$10.3M 0.96% 25
2013
Q2 		$50.9M Buy
+1,312,218
New +$55M 1.26% 11

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q3 2023, selling an estimated $5.81M and leaving 4,358,628 shares worth $171M. The position accounts for 0.49% of the portfolio, ranked #46.

JP Morgan Private Wealth Advisors first reported a position in VWO in Q2 2013 and has held it in 38 quarters since. The position peaked at $262M in Q1 2023. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,358,628 shares of Vanguard FTSE Emerging Markets ETF worth $171M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 142,288 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $5.81M.
  • Vanguard FTSE Emerging Markets ETF made up 0.49% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #46 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $262M in Q1 2023.
  • 1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

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