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JP Morgan Private Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$76.7M Sell
742,436
-43,968
-6% -$4.72M 0.22% 112
2023
Q2 		$83.4M Sell
786,404
-319,175
-29% -$33.5M 0.43% 49
2023
Q1 		$117M Sell
1,105,579
-70,813
-6% -$7.62M 0.25% 92
2022
Q4 		$127M Buy
1,176,392
+157,558
+15% +$16.8M 0.28% 82
2022
Q3 		$96.7M Buy
1,018,834
+47,186
+5% +$4.91M 0.25% 99
2022
Q2 		$98.8M Buy
971,648
+64,242
+7% +$6.96M 0.25% 96
2022
Q1 		$102M Buy
907,406
+210,369
+30% +$23.5M 0.22% 105
2021
Q4 		$78.1M Buy
697,037
+756
+0.1% +$82.3K 0.17% 141
2021
Q3 		$72M Buy
696,281
+71,409
+11% +$7.55M 0.18% 139
2021
Q2 		$65.5M Buy
624,872
+158,256
+34% +$16.6M 0.17% 139
2021
Q1 		$47.2M Buy
466,616
+9,699
+2% +$936K 0.15% 149
2020
Q4 		$41.8M Buy
456,917
+15,156
+3% +$1.32M 0.14% 164
2020
Q3 		$35.8M Buy
441,761
+3,285
+0.7% +$269K 0.14% 152
2020
Q2 		$34.5M Buy
438,476
+36,791
+9% +$2.86M 0.16% 137
2020
Q1 		$28.4M Sell
401,685
-24,392
-6% -$2.1M 0.16% 136
2019
Q4 		$39.9M Buy
426,077
+36,171
+9% +$3.28M 0.18% 129
2019
Q3 		$34.6M Buy
389,906
+72,076
+23% +$6.31M 0.18% 131
2019
Q2 		$27.8M Sell
317,830
-14,506
-4% -$1.25M 0.15% 150
2019
Q1 		$28.5M Buy
332,336
+5,327
+2% +$445K 0.15% 152
2018
Q4 		$25.5M Buy
327,009
+18,799
+6% +$1.57M 0.16% 146
2018
Q3 		$26.8M Sell
308,210
-5,421
-2% -$469K 0.13% 168
2018
Q2 		$26M Sell
313,631
-56,942
-15% -$4.77M 0.15% 155
2018
Q1 		$30.6M Sell
370,573
-4,215
-1% -$362K 0.21% 118
2017
Q4 		$32.1M Buy
374,788
+3,927
+1% +$328K 0.21% 117
2017
Q3 		$30.1M Buy
370,861
+25,262
+7% +$2M 0.22% 114
2017
Q2 		$27M Buy
345,599
+15,178
+5% +$1.18M 0.21% 118
2017
Q1 		$25.7M Buy
330,421
+130,456
+65% +$10.1M 0.2% 121
2016
Q4 		$15.2M Buy
199,965
+42,742
+27% +$3.14M 0.13% 163
2016
Q3 		$11.3M Buy
157,223
+18,371
+13% +$1.33M 0.11% 183
2016
Q2 		$9.92M Sell
138,852
-11,466
-8% -$801K 0.1% 181
2016
Q1 		$10.4M Buy
150,318
+61,476
+69% +$4.03M 0.1% 178
2015
Q4 		$5.93M Buy
88,842
+27,106
+44% +$1.82M 0.06% 224
2015
Q3 		$3.87M Buy
61,736
+3,488
+6% +$230K 0.05% 251
2015
Q2 		$3.92M Buy
58,248
+3,767
+7% +$261K 0.05% 275
2015
Q1 		$3.72M Buy
54,481
+20,219
+59% +$1.39M 0.04% 283
2014
Q4 		$2.36M Buy
34,262
+451
+1% +$30.6K 0.03% 353
2014
Q3 		$2.25M Buy
33,811
+14,746
+77% +$984K 0.03% 351
2014
Q2 		$1.26M Sell
19,065
-1,346
-7% -$87K 0.02% 365
2014
Q1 		$1.29M Buy
20,411
+6,867
+51% +$422K 0.02% 353
2013
Q4 		$844K Buy
13,544
+8,477
+167% +$512K 0.02% 376
2013
Q3 		$291K Buy
5,067
+1,300
+35% +$75.5K 0.01% 516
2013
Q2 		$212K Buy
+3,767
New +$213K 0.01% 559

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5.6% in Q3 2023, selling an estimated $4.72M and leaving 742,436 shares worth $76.7M. The position accounts for 0.22% of the portfolio, ranked #112.

JP Morgan Private Wealth Advisors first reported a position in VYM in Q2 2013 and has held it in 42 quarters since. The position peaked at $127M in Q4 2022. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 742,436 shares of Vanguard High Dividend Yield ETF worth $76.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 43,968 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $4.72M.
  • Vanguard High Dividend Yield ETF made up 0.22% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #112 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $127M in Q4 2022.
  • 1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

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