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JP Morgan Private Wealth Advisors’s Dover DOV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.46M Sell
31,964
-1,296
-4% -$187K 0.01% 527
2023
Q2 		$4.91M Sell
33,260
-3,618
-10% -$517K 0.03% 341
2023
Q1 		$5.6M Buy
36,878
+1,702
+5% +$250K 0.01% 557
2022
Q4 		$4.76M Buy
35,176
+15,524
+79% +$2.06M 0.01% 587
2022
Q3 		$2.29M Buy
19,652
+846
+4% +$108K 0.01% 797
2022
Q2 		$2.28M Sell
18,806
-428
-2% -$57.9K 0.01% 801
2022
Q1 		$3.02M Buy
19,234
+1,359
+8% +$223K 0.01% 767
2021
Q4 		$3.25M Sell
17,875
-149
-0.8% -$25.3K 0.01% 739
2021
Q3 		$2.8M Buy
18,024
+2,612
+17% +$433K 0.01% 764
2021
Q2 		$2.32M Buy
15,412
+1,098
+8% +$162K 0.01% 814
2021
Q1 		$1.96M Sell
14,314
-2,454
-15% -$312K 0.01% 775
2020
Q4 		$2.12M Buy
16,768
+297
+2% +$35.3K 0.01% 712
2020
Q3 		$1.78M Buy
16,471
+610
+4% +$65.3K 0.01% 680
2020
Q2 		$1.53M Sell
15,861
-254
-2% -$23.4K 0.01% 658
2020
Q1 		$1.35M Sell
16,115
-8,143
-34% -$863K 0.01% 627
2019
Q4 		$2.8M Buy
24,258
+3,454
+17% +$370K 0.01% 547
2019
Q3 		$2.07M Buy
20,804
+5,226
+34% +$501K 0.01% 582
2019
Q2 		$1.56M Buy
15,578
+902
+6% +$86.5K 0.01% 639
2019
Q1 		$1.38M Buy
14,676
+1,907
+15% +$165K 0.01% 698
2018
Q4 		$906K Sell
12,769
-367
-3% -$30K 0.01% 777
2018
Q3 		$1.16M Buy
13,136
+1,991
+18% +$164K 0.01% 779
2018
Q2 		$816K Buy
11,145
+2,203
+25% +$169K ﹤0.01% 838
2018
Q1 		$710K Buy
8,942
+2,764
+45% +$227K ﹤0.01% 753
2017
Q4 		$504K Buy
6,178
+1,154
+23% +$89.3K ﹤0.01% 865
2017
Q3 		$370K Buy
5,024
+171
+4% +$11.9K ﹤0.01% 956
2017
Q2 		$315K Sell
4,853
-397
-8% -$25.9K ﹤0.01% 995
2017
Q1 		$341K Sell
5,250
-221
-4% -$14.1K ﹤0.01% 1018
2016
Q4 		$331K Sell
5,471
-5,321
-49% -$307K ﹤0.01% 965
2016
Q3 		$642K Buy
10,792
+1,143
+12% +$66.1K 0.01% 705
2016
Q2 		$541K Sell
9,649
-2,863
-23% -$154K 0.01% 757
2016
Q1 		$649K Buy
12,512
+6,859
+121% +$333K 0.01% 670
2015
Q4 		$280K Sell
5,653
-4,105
-42% -$208K ﹤0.01% 892
2015
Q3 		$451K Sell
9,758
-277
-3% -$14K 0.01% 652
2015
Q2 		$569K Sell
10,035
-2,406
-19% -$143K 0.01% 630
2015
Q1 		$695K Sell
12,441
-2,094
-14% -$121K 0.01% 618
2014
Q4 		$842K Buy
14,535
+5,443
+60% +$337K 0.01% 573
2014
Q3 		$590K Sell
9,092
-89
-1% -$6.26K 0.01% 644
2014
Q2 		$674K Sell
9,181
-343
-4% -$24K 0.01% 490
2014
Q1 		$629K Sell
9,524
-7,470
-44% -$465K 0.01% 502
2013
Q4 		$1.1M Buy
16,994
+10,296
+154% +$630K 0.02% 331
2013
Q3 		$403K Sell
6,698
-464
-6% -$26.7K 0.01% 465
2013
Q2 		$373K Buy
+7,162
New +$359K 0.01% 463

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Dover (DOV) stake by 3.9% in Q3 2023, selling an estimated $187K and leaving 31,964 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #527.

JP Morgan Private Wealth Advisors first reported a position in DOV in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.6M in Q1 2023. 840 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 31,964 shares of Dover worth $4.46M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,296 Dover shares in Q3 2023, an estimated $187K.
  • Dover made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #527 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dover in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Dover position peaked at $5.6M in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Dover as of Q3 2023.

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