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JP Morgan Private Wealth Advisors’s Dow Inc DOW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$48.7M Sell
943,781
-68,401
-7% -$3.67M 0.14% 166
2023
Q2 		$53.9M Sell
1,012,182
-224,546
-18% -$11.9M 0.28% 81
2023
Q1 		$67.8M Buy
1,236,728
+18,964
+2% +$1.07M 0.14% 155
2022
Q4 		$61.4M Buy
1,217,764
+45,988
+4% +$2.25M 0.14% 153
2022
Q3 		$51.5M Sell
1,171,776
-9,325
-0.8% -$473K 0.13% 163
2022
Q2 		$61M Buy
1,181,101
+144,873
+14% +$9.28M 0.16% 146
2022
Q1 		$66M Buy
1,036,228
+152,191
+17% +$9.18M 0.14% 157
2021
Q4 		$50.1M Sell
884,037
-12,785
-1% -$729K 0.11% 190
2021
Q3 		$51.6M Buy
896,822
+71,402
+9% +$4.37M 0.13% 174
2021
Q2 		$52.2M Buy
825,420
+90,832
+12% +$6M 0.14% 169
2021
Q1 		$47M Sell
734,588
-1,041
-0.1% -$62.3K 0.15% 150
2020
Q4 		$40.8M Buy
735,629
+376,337
+105% +$19.4M 0.13% 166
2020
Q3 		$16.9M Buy
359,292
+154,991
+76% +$6.96M 0.07% 238
2020
Q2 		$8.33M Sell
204,301
-10,345
-5% -$379K 0.04% 312
2020
Q1 		$6.28M Sell
214,646
-9,379
-4% -$399K 0.04% 324
2019
Q4 		$12.3M Buy
224,025
+7,789
+4% +$402K 0.06% 281
2019
Q3 		$10.3M Buy
216,236
+51,715
+31% +$2.42M 0.05% 284
2019
Q2 		$8.11M Buy
+164,521
New +$8.69M 0.04% 304

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

JP Morgan Private Wealth Advisors reduced its Dow Inc (DOW) stake by 6.8% in Q3 2023, selling an estimated $3.67M and leaving 943,781 shares worth $48.7M. The position accounts for 0.14% of the portfolio, ranked #166.

JP Morgan Private Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 18 quarters since. The position peaked at $67.8M in Q1 2023. 1,504 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 943,781 shares of Dow Inc worth $48.7M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 68,401 Dow Inc shares in Q3 2023, an estimated $3.67M.
  • Dow Inc made up 0.14% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #166 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Dow Inc position peaked at $67.8M in Q1 2023.
  • 1,504 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

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