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JP Morgan Private Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$266K Hold
9,170
– – ﹤0.01% 1528
2023
Q2 		$275K Sell
9,170
-49,200
-84% -$1.44M ﹤0.01% 1272
2023
Q1 		$1.77M Buy
58,370
+48,375
+484% +$1.43M ﹤0.01% 929
2022
Q4 		$299K Sell
9,995
-1,415
-12% -$40.7K ﹤0.01% 1665
2022
Q3 		$285K Hold
11,410
– – ﹤0.01% 1670
2022
Q2 		$272K Hold
11,410
– – ﹤0.01% 1697
2022
Q1 		$296K Sell
11,410
-6,805
-37% -$157K ﹤0.01% 1750
2021
Q4 		$360K Sell
18,215
-345
-2% -$6.63K ﹤0.01% 1671
2021
Q3 		$356K Sell
18,560
-6,895
-27% -$116K ﹤0.01% 1637
2021
Q2 		$429K Hold
25,455
– – ﹤0.01% 1536
2021
Q1 		$348K Hold
25,455
– – ﹤0.01% 1465
2020
Q4 		$278K Sell
25,455
-14,121
-36% -$152K ﹤0.01% 1531
2020
Q3 		$409K Sell
39,576
-4,845
-11% -$54.1K ﹤0.01% 1236
2020
Q2 		$568K Buy
44,421
+5,330
+14% +$60.6K ﹤0.01% 1035
2020
Q1 		$364K Buy
39,091
+11,585
+42% +$178K ﹤0.01% 1056
2019
Q4 		$537K Hold
27,506
– – ﹤0.01% 1025
2019
Q3 		$513K Buy
27,506
+615
+2% +$11.3K ﹤0.01% 994
2019
Q2 		$492K Sell
26,891
-3,415
-11% -$64.2K ﹤0.01% 994
2019
Q1 		$553K Sell
30,306
-2,286
-7% -$40K ﹤0.01% 987
2018
Q4 		$477K Buy
32,592
+5,370
+20% +$93.7K ﹤0.01% 988
2018
Q3 		$555K Sell
27,222
-4,450
-14% -$84.3K ﹤0.01% 1034
2018
Q2 		$652K Buy
+31,672
New +$587K ﹤0.01% 913

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Dorchester Minerals (DMLP) position steady in Q3 2023 at 9,170 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

JP Morgan Private Wealth Advisors first reported a position in DMLP in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.77M in Q1 2023. 112 funds tracked by Wall St. Rank hold DMLP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,170 shares of Dorchester Minerals worth $266K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Dorchester Minerals share count unchanged in Q3 2023.
  • Dorchester Minerals made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1528 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dorchester Minerals in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Dorchester Minerals position peaked at $1.77M in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2023.

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