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JP Morgan Private Wealth Advisors’s Ovintiv OVV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$252K Sell
5,293
-4,606
-47% -$209K ﹤0.01% 1550
2023
Q2 		$377K Sell
9,899
-887
-8% -$32.1K ﹤0.01% 1146
2023
Q1 		$389K Buy
10,786
+184
+2% +$8.12K ﹤0.01% 1573
2022
Q4 		$538K Buy
+10,602
New +$554K ﹤0.01% 1449
2020
Q2 		– Sell
-16,687
Closed -$45K – 1585
2020
Q1 		$45K Buy
+16,687
New +$219K ﹤0.01% 1392
2019
Q4 		– Sell
-2,352
Closed -$54K – 1492
2019
Q3 		$54K Sell
2,352
-5,422
-70% -$124K ﹤0.01% 1410
2019
Q2 		$199K Buy
7,774
+1,978
+34% +$61.7K ﹤0.01% 1300
2019
Q1 		$210K Buy
5,796
+3,357
+138% +$115K ﹤0.01% 1360
2018
Q4 		$70K Sell
2,439
-1,290
-35% -$55.6K ﹤0.01% 1409
2018
Q3 		$245K Sell
3,729
-292
-7% -$18.9K ﹤0.01% 1394
2018
Q2 		$263K Sell
4,021
-2,265
-36% -$142K ﹤0.01% 1256
2018
Q1 		$345K Buy
6,286
+2,963
+89% +$176K ﹤0.01% 998
2017
Q4 		$222K Sell
3,323
-561
-14% -$33.1K ﹤0.01% 1157
2017
Q3 		$228K Buy
3,884
+267
+7% +$13K ﹤0.01% 1112
2017
Q2 		$159K Buy
3,617
+223
+7% +$11.6K ﹤0.01% 1168
2017
Q1 		$198K Buy
3,394
+1,010
+42% +$60.5K ﹤0.01% 1250
2016
Q4 		$140K Buy
+2,384
New +$136K ﹤0.01% 1192

Other funds holding OVV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Ovintiv (OVV) stake by 47% in Q3 2023, selling an estimated $209K and leaving 5,293 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

JP Morgan Private Wealth Advisors first reported a position in OVV in Q4 2016 and has held it in 17 quarters since. The position peaked at $538K in Q4 2022. 448 funds tracked by Wall St. Rank hold OVV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,293 shares of Ovintiv worth $252K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,606 Ovintiv shares in Q3 2023, an estimated $209K.
  • Ovintiv made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1550 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Ovintiv in Q4 2016 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Ovintiv position peaked at $538K in Q4 2022.
  • 448 funds tracked by Wall St. Rank held Ovintiv as of Q3 2023.

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