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JP Morgan Private Wealth Advisors’s Dorman Products DORM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$531K Sell
7,013
-605
-8% -$49.2K ﹤0.01% 1225
2023
Q2 		$601K Sell
7,618
-1,457
-16% -$123K ﹤0.01% 958
2023
Q1 		$783K Buy
9,075
+113
+1% +$10.1K ﹤0.01% 1282
2022
Q4 		$725K Buy
8,962
+169
+2% +$14.4K ﹤0.01% 1302
2022
Q3 		$722K Sell
8,793
-1,506
-15% -$148K ﹤0.01% 1298
2022
Q2 		$1.13M Buy
10,299
+577
+6% +$57.1K ﹤0.01% 1080
2022
Q1 		$924K Buy
9,722
+1,925
+25% +$187K ﹤0.01% 1257
2021
Q4 		$881K Buy
7,797
+100
+1% +$10.9K ﹤0.01% 1310
2021
Q3 		$729K Buy
7,697
+236
+3% +$23.3K ﹤0.01% 1358
2021
Q2 		$773K Buy
7,461
+2,230
+43% +$229K ﹤0.01% 1313
2021
Q1 		$537K Sell
5,231
-2,168
-29% -$216K ﹤0.01% 1283
2020
Q4 		$642K Buy
7,399
+29
+0.4% +$2.69K ﹤0.01% 1192
2020
Q3 		$666K Sell
7,370
-81
-1% -$6.47K ﹤0.01% 1042
2020
Q2 		$500K Buy
7,451
+174
+2% +$11.2K ﹤0.01% 1095
2020
Q1 		$402K Buy
7,277
+3,647
+100% +$248K ﹤0.01% 1015
2019
Q4 		$275K Buy
3,630
+34
+0.9% +$2.57K ﹤0.01% 1274
2019
Q3 		$286K Buy
+3,596
New +$279K ﹤0.01% 1213
2017
Q4 		– Sell
-5,647
Closed -$404K – 1301
2017
Q3 		$404K Sell
5,647
-5,044
-47% -$363K ﹤0.01% 928
2017
Q2 		$884K Buy
10,691
+1,266
+13% +$103K 0.01% 654
2017
Q1 		$774K Buy
+9,425
New +$700K 0.01% 710

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dorman Products (DORM) stake by 7.9% in Q3 2023, selling an estimated $49.2K and leaving 7,013 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

JP Morgan Private Wealth Advisors first reported a position in DORM in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.13M in Q2 2022. 233 funds tracked by Wall St. Rank hold DORM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,013 shares of Dorman Products worth $531K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 605 Dorman Products shares in Q3 2023, an estimated $49.2K.
  • Dorman Products made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1225 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dorman Products in Q1 2017 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Dorman Products position peaked at $1.13M in Q2 2022.
  • 233 funds tracked by Wall St. Rank held Dorman Products as of Q3 2023.

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