JPMorgan Chase & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.6M | Sell |
145,061
-2,456
| -2% | -$230K | ﹤0.01% | 1989 |
|
2025
Q1 | $13M | Buy |
147,517
+8,541
| +6% | +$752K | ﹤0.01% | 1996 |
|
2024
Q4 | $12.9M | Sell |
138,976
-18,185
| -12% | -$1.69M | ﹤0.01% | 2055 |
|
2024
Q3 | $15.2M | Buy |
157,161
+30,816
| +24% | +$2.99M | ﹤0.01% | 1885 |
|
2024
Q2 | $10.9M | Sell |
126,345
-10,981
| -8% | -$951K | ﹤0.01% | 2059 |
|
2024
Q1 | $12.3M | Buy |
137,326
+1,710
| +1% | +$154K | ﹤0.01% | 1993 |
|
2023
Q4 | $11.5M | Buy |
135,616
+28,969
| +27% | +$2.46M | ﹤0.01% | 2006 |
|
2023
Q3 | $8.09M | Buy |
106,647
+9,796
| +10% | +$743K | ﹤0.01% | 2117 |
|
2023
Q2 | $7.73M | Buy |
96,851
+4,564
| +5% | +$364K | ﹤0.01% | 2218 |
|
2023
Q1 | $6.81M | Buy |
92,287
+66
| +0.1% | +$4.87K | ﹤0.01% | 2251 |
|
2022
Q4 | $5.99M | Buy |
92,221
+2,110
| +2% | +$137K | ﹤0.01% | 2259 |
|
2022
Q3 | $5.41M | Sell |
90,111
-3,714
| -4% | -$223K | ﹤0.01% | 2289 |
|
2022
Q2 | $5.98M | Sell |
93,825
-6,460
| -6% | -$412K | ﹤0.01% | 2269 |
|
2022
Q1 | $7.49M | Sell |
100,285
-36,932
| -27% | -$2.76M | ﹤0.01% | 2269 |
|
2021
Q4 | $10.4M | Buy |
137,217
+3,369
| +3% | +$256K | ﹤0.01% | 2062 |
|
2021
Q3 | $9.8M | Buy |
133,848
+11,841
| +10% | +$867K | ﹤0.01% | 2071 |
|
2021
Q2 | $9.04M | Sell |
122,007
-11,463
| -9% | -$849K | ﹤0.01% | 2217 |
|
2021
Q1 | $9.25M | Buy |
133,470
+11,675
| +10% | +$809K | ﹤0.01% | 2188 |
|
2020
Q4 | $7.55M | Buy |
121,795
+7,851
| +7% | +$487K | ﹤0.01% | 2116 |
|
2020
Q3 | $6.19M | Sell |
113,944
-7,898
| -6% | -$429K | ﹤0.01% | 2065 |
|
2020
Q2 | $6.36M | Buy |
121,842
+22,793
| +23% | +$1.19M | ﹤0.01% | 2000 |
|
2020
Q1 | $4.33M | Sell |
99,049
-33,989
| -26% | -$1.49M | ﹤0.01% | 2102 |
|
2019
Q4 | $7.29M | Buy |
133,038
+15,265
| +13% | +$836K | ﹤0.01% | 1964 |
|
2019
Q3 | $5.91M | Buy |
117,773
+10,642
| +10% | +$534K | ﹤0.01% | 2100 |
|
2019
Q2 | $5.11M | Buy |
107,131
+1,744
| +2% | +$83.3K | ﹤0.01% | 2114 |
|
2019
Q1 | $4.92M | Buy |
105,387
+15,083
| +17% | +$703K | ﹤0.01% | 2111 |
|
2018
Q4 | $3.72M | Buy |
90,304
+5,219
| +6% | +$215K | ﹤0.01% | 2277 |
|
2018
Q3 | $3.98M | Buy |
85,085
+1,098
| +1% | +$51.3K | ﹤0.01% | 2378 |
|
2018
Q2 | $3.66M | Buy |
83,987
+5,944
| +8% | +$259K | ﹤0.01% | 2447 |
|
2018
Q1 | $3.24M | Buy |
78,043
+40,243
| +106% | +$1.67M | ﹤0.01% | 2480 |
|
2017
Q4 | $1.61M | Buy |
37,800
+35,095
| +1,297% | +$1.49M | ﹤0.01% | 2832 |
|
2017
Q3 | $109K | Buy |
2,705
+1,125
| +71% | +$45.3K | ﹤0.01% | 3616 |
|
2017
Q2 | $62K | Buy |
+1,580
| New | +$62K | ﹤0.01% | 3704 |
|
2017
Q1 | – | Sell |
-200
| Closed | -$7K | – | 4491 |
|
2016
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 4293 |
|