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JP Morgan Private Wealth Advisors’s Old Republic International ORI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$425K Sell
15,794
-3,623
-19% -$97.7K ﹤0.01% 1311
2023
Q2 		$489K Sell
19,417
-27,936
-59% -$700K ﹤0.01% 1037
2023
Q1 		$1.18M Sell
47,353
-3,357
-7% -$84.5K ﹤0.01% 1096
2022
Q4 		$1.22M Buy
50,710
+1,141
+2% +$26.8K ﹤0.01% 1051
2022
Q3 		$1.04M Buy
49,569
+156
+0.3% +$3.51K ﹤0.01% 1113
2022
Q2 		$1.1M Buy
49,413
+583
+1% +$13.5K ﹤0.01% 1093
2022
Q1 		$1.26M Sell
48,830
-1,018
-2% -$26.3K ﹤0.01% 1100
2021
Q4 		$1.23M Sell
49,848
-2,147
-4% -$53.3K ﹤0.01% 1142
2021
Q3 		$1.2M Sell
51,995
-47
-0.1% -$1.16K ﹤0.01% 1128
2021
Q2 		$1.3M Buy
52,042
+6,643
+15% +$167K ﹤0.01% 1077
2021
Q1 		$992K Buy
45,399
+5,067
+13% +$102K ﹤0.01% 1042
2020
Q4 		$795K Buy
40,332
+1,688
+4% +$29.6K ﹤0.01% 1093
2020
Q3 		$570K Buy
38,644
+6,707
+21% +$107K ﹤0.01% 1101
2020
Q2 		$521K Buy
+31,937
New +$504K ﹤0.01% 1071
2019
Q3 		– Sell
-13,840
Closed -$310K – 1466
2019
Q2 		$310K Sell
13,840
-1,126
-8% -$24.8K ﹤0.01% 1137
2019
Q1 		$313K Buy
14,966
+351
+2% +$7.3K ﹤0.01% 1188
2018
Q4 		$301K Sell
14,615
-3,967
-21% -$85K ﹤0.01% 1172
2018
Q3 		$416K Sell
18,582
-980
-5% -$21.1K ﹤0.01% 1145
2018
Q2 		$389K Buy
+19,562
New +$410K ﹤0.01% 1103

Other funds holding ORI

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors reduced its Old Republic International (ORI) stake by 19% in Q3 2023, selling an estimated $97.7K and leaving 15,794 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

JP Morgan Private Wealth Advisors first reported a position in ORI in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2021. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 15,794 shares of Old Republic International worth $425K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,623 Old Republic International shares in Q3 2023, an estimated $97.7K.
  • Old Republic International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1311 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Old Republic International in Q2 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Old Republic International position peaked at $1.3M in Q2 2021.
  • 514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

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