J.P. Morgan Private Wealth Advisors LLC VOO Holdings History
J.P. Morgan Private Wealth Advisors LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 1.97 Mil shares of Vanguard S&P 500 ETF(VOO), totaling $774.71 Mil. This investment constitutes 2.21% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.26% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 22 purchases of VOO, at an average price of $266.12, for a total of 3.02 Mil shares. In addition, there have been 8 sales at an average price of $351.79 for 1.05 Mil shares. Based on historical transaction data and VOO's current price of $570.23, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his VOO holdings is $689.71 Mil, reflecting a 85.80% gain to date.
J.P. Morgan Private Wealth Advisors LLC VOO ($570.23) Holding Chart
J.P. Morgan Private Wealth Advisors LLC VOO ($570.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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