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JP Morgan Private Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$648K Sell
11,520
-359
-3% -$17.4K ﹤0.01% 1138
2023
Q2 		$541K Sell
11,879
-2,584
-18% -$114K ﹤0.01% 1002
2023
Q1 		$591K Sell
14,463
-297
-2% -$12.6K ﹤0.01% 1405
2022
Q4 		$570K Sell
14,760
-49,101
-77% -$1.84M ﹤0.01% 1413
2022
Q3 		$2.36M Sell
63,861
-876
-1% -$32.8K 0.01% 786
2022
Q2 		$1.9M Buy
64,737
+5,444
+9% +$162K ﹤0.01% 871
2022
Q1 		$1.97M Sell
59,293
-1,853
-3% -$66.1K ﹤0.01% 902
2021
Q4 		$2.88M Sell
61,146
-343
-0.6% -$14.9K 0.01% 784
2021
Q3 		$2.13M Sell
61,489
-61
-0.1% -$2.01K 0.01% 875
2021
Q2 		$2.03M Buy
61,550
+34,855
+131% +$1.04M 0.01% 875
2021
Q1 		$743K Buy
26,695
+4,325
+19% +$100K ﹤0.01% 1169
2020
Q4 		$380K Buy
22,370
+570
+3% +$8.81K ﹤0.01% 1398
2020
Q3 		$291K Buy
21,800
+9,508
+77% +$98.5K ﹤0.01% 1375
2020
Q2 		$103K Hold
12,292
– – ﹤0.01% 1512
2020
Q1 		$65K Hold
12,292
– – ﹤0.01% 1379
2019
Q4 		$129K Sell
12,292
-50
-0.4% -$524 ﹤0.01% 1430
2019
Q3 		$152K Buy
+12,342
New +$153K ﹤0.01% 1372

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Donnelley Financial Solutions (DFIN) stake by 3% in Q3 2023, selling an estimated $17.4K and leaving 11,520 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

JP Morgan Private Wealth Advisors first reported a position in DFIN in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.88M in Q4 2021. 213 funds tracked by Wall St. Rank hold DFIN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,520 shares of Donnelley Financial Solutions worth $648K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 359 Donnelley Financial Solutions shares in Q3 2023, an estimated $17.4K.
  • Donnelley Financial Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1138 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Donnelley Financial Solutions in Q3 2019 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Donnelley Financial Solutions position peaked at $2.88M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2023.

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