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JP Morgan Private Wealth Advisors’s DT Midstream DTM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,752
Closed -$236K – 1733
2023
Q2 		$236K Sell
4,752
-644
-12% -$30.8K ﹤0.01% 1334
2023
Q1 		$266K Buy
+5,396
New +$280K ﹤0.01% 1729

Other funds holding DTM

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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of DT Midstream (DTM) in Q3 2023, closing a stake of 4,752 shares — an estimated $236K sold.

JP Morgan Private Wealth Advisors first reported a position in DTM in Q1 2023 and held it in 2 quarters. The position peaked at $266K in Q1 2023. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining DT Midstream position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,752 DT Midstream shares in Q3 2023, an estimated $236K.
  • JP Morgan Private Wealth Advisors first reported a position in DT Midstream in Q1 2023 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's DT Midstream position peaked at $266K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

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