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JP Morgan Private Wealth Advisors’s DoubleVerify DV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$292K Sell
10,464
-21,094
-67% -$721K ﹤0.01% 1487
2023
Q2 		$1.23M Buy
+31,558
New +$1.02M 0.01% 707
2023
Q1 		– Sell
-35,536
Closed -$780K – 1956
2022
Q4 		$780K Buy
+35,536
New +$926K ﹤0.01% 1268

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its DoubleVerify (DV) stake by 67% in Q3 2023, selling an estimated $721K and leaving 10,464 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

JP Morgan Private Wealth Advisors first reported a position in DV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2023. 258 funds tracked by Wall St. Rank hold DV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,464 shares of DoubleVerify worth $292K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 21,094 DoubleVerify shares in Q3 2023, an estimated $721K.
  • DoubleVerify made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1487 holding.
  • JP Morgan Private Wealth Advisors first reported a position in DoubleVerify in Q4 2022 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's DoubleVerify position peaked at $1.23M in Q2 2023.
  • 258 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2023.

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