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JGP Wealth Management’s Dow Inc DOW Stock Holding History

JGP Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,249
Closed -$492K – 188
2024
Q4 		$492K Sell
12,249
-7
-0.1% -$327 0.06% 129
2024
Q3 		$670K Buy
12,256
+50
+0.4% +$2.64K 0.09% 115
2024
Q2 		$648K Sell
12,206
-16
-0.1% -$914 0.09% 110
2024
Q1 		$708K Buy
+12,222
New +$675K 0.1% 107
2023
Q1 		– Sell
-10,311
Closed -$520K – 150
2022
Q4 		$520K Sell
10,311
-12
-0.1% -$586 0.1% 104
2022
Q3 		$458K Sell
10,323
-3,177
-24% -$161K 0.1% 102
2022
Q2 		$691K Buy
13,500
+2
+0% +$128 0.14% 87
2022
Q1 		$833K Buy
13,498
+593
+5% +$35.8K 0.15% 83
2021
Q4 		$753K Buy
12,905
+5
+0% +$285 0.14% 88
2021
Q3 		$743K Sell
12,900
-31
-0.2% -$1.9K 0.16% 83
2021
Q2 		$818K Buy
12,931
+2
+0% +$132 0.18% 77
2021
Q1 		$827K Sell
12,929
-5,081
-28% -$304K 0.19% 78
2020
Q4 		$1.01M Sell
18,010
-159
-0.9% -$8.21K 0.24% 68
2020
Q3 		$878K Sell
18,169
-594
-3% -$26.7K 0.23% 68
2020
Q2 		$757K Sell
18,763
-21
-0.1% -$769 0.22% 70
2020
Q1 		$653K Buy
18,784
+3,396
+22% +$144K 0.23% 82
2019
Q4 		$803K Buy
15,388
+72
+0.5% +$3.72K 0.24% 80
2019
Q3 		$688K Buy
15,316
+4,437
+41% +$208K 0.24% 81
2019
Q2 		$536K Buy
+10,879
New +$574K 0.19% 88

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JGP Wealth Management's DOW Position: Q1 2025 in Review

JGP Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 12,249 shares — an estimated $492K sold.

JGP Wealth Management first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $1.01M in Q4 2020. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • JGP Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • JGP Wealth Management sold 12,249 Dow Inc shares in Q1 2025, an estimated $492K.
  • JGP Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • JGP Wealth Management's Dow Inc position peaked at $1.01M in Q4 2020.
  • 1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on JGP Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.