JMPWA
DCP

JP Morgan Private Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DCP Stock Details DCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,892
Closed -$306K – 2017
2022
Q4 		$306K Hold
7,892
– – ﹤0.01% 1656
2022
Q3 		$297K Sell
7,892
-10,766
-58% -$377K ﹤0.01% 1649
2022
Q2 		$552K Sell
18,658
-752
-4% -$25.7K ﹤0.01% 1421
2022
Q1 		$651K Sell
19,410
-55
-0.3% -$1.69K ﹤0.01% 1411
2021
Q4 		$535K Buy
19,465
+4,657
+31% +$135K ﹤0.01% 1522
2021
Q3 		$418K Buy
14,808
+2,533
+21% +$69.9K ﹤0.01% 1571
2021
Q2 		$377K Sell
12,275
-8,346
-40% -$216K ﹤0.01% 1593
2021
Q1 		$447K Sell
20,621
-85,174
-81% -$1.88M ﹤0.01% 1359
2020
Q4 		$1.96M Buy
+105,795
New +$1.66M 0.01% 734
2020
Q1 		– Sell
-10,925
Closed -$268K – 1565
2019
Q4 		$268K Sell
10,925
-924
-8% -$21.7K ﹤0.01% 1286
2019
Q3 		$311K Buy
11,849
+277
+2% +$7.55K ﹤0.01% 1178
2019
Q2 		$339K Sell
11,572
-22
-0.2% -$687 ﹤0.01% 1105
2019
Q1 		$383K Sell
11,594
-551
-5% -$17.6K ﹤0.01% 1115
2018
Q4 		$322K Buy
12,145
+5,199
+75% +$187K ﹤0.01% 1138
2018
Q3 		$275K Sell
6,946
-11,780
-63% -$495K ﹤0.01% 1344
2018
Q2 		$741K Buy
18,726
+744
+4% +$28.5K ﹤0.01% 874
2018
Q1 		$632K Sell
17,982
-1,568
-8% -$59.6K ﹤0.01% 790
2017
Q4 		$710K Sell
19,550
-1,199
-6% -$41.7K ﹤0.01% 758
2017
Q3 		$719K Sell
20,749
-85
-0.4% -$2.8K 0.01% 716
2017
Q2 		$705K Sell
20,834
-11,083
-35% -$395K 0.01% 712
2017
Q1 		$1.25M Buy
+31,917
New +$1.23M 0.01% 573
2015
Q4 		– Sell
-10,313
Closed -$249K – 1220
2015
Q3 		$249K Buy
+10,313
New +$298K ﹤0.01% 856
2015
Q2 		– Sell
-25,041
Closed -$925K – 1157
2015
Q1 		$925K Buy
25,041
+6,328
+34% +$250K 0.01% 542
2014
Q4 		$850K Sell
18,713
-45
-0.2% -$2.25K 0.01% 569
2014
Q3 		$1.02M Buy
+18,758
New +$1.03M 0.01% 509

Other funds holding DCP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DCP Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q1 2023, closing a stake of 7,892 shares — an estimated $306K sold.

JP Morgan Private Wealth Advisors first reported a position in DCP in Q3 2014 and held it in 25 quarters. The position peaked at $1.96M in Q4 2020. 126 funds tracked by Wall St. Rank hold DCP as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining DCP Midstream, LP position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,892 DCP Midstream, LP shares in Q1 2023, an estimated $306K.
  • JP Morgan Private Wealth Advisors first reported a position in DCP Midstream, LP in Q3 2014 and held it in 25 quarters.
  • JP Morgan Private Wealth Advisors's DCP Midstream, LP position peaked at $1.96M in Q4 2020.
  • 126 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.