JPMPWA
J.P. Morgan Private Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $329M | Sell |
652,239
-50,580
| -7% | -$25.5M | 0.94% | 18 |
|
|
2023
Q2 | $338M | Sell |
702,819
-179,340
| -20% | -$86.2M | 1.75% | 8 |
|
|
2023
Q1 | $417M | Sell |
882,159
-84,060
| -9% | -$39.7M | 0.88% | 18 |
|
|
2022
Q4 | $512M | Buy |
966,219
+44,346
| +5% | +$23.5M | 1.14% | 9 |
|
|
2022
Q3 | $466M | Buy |
921,873
+117,239
| +15% | +$59.2M | 1.22% | 8 |
|
|
2022
Q2 | $413M | Buy |
804,634
+13,156
| +2% | +$6.76M | 1.06% | 9 |
|
|
2022
Q1 | $404M | Buy |
791,478
+76,128
| +11% | +$38.8M | 0.87% | 15 |
|
|
2021
Q4 | $359M | Buy |
715,350
+10,867
| +2% | +$5.46M | 0.77% | 21 |
|
|
2021
Q3 | $275M | Buy |
704,483
+51,789
| +8% | +$20.2M | 0.67% | 25 |
|
|
2021
Q2 | $261M | Buy |
652,694
+114,874
| +21% | +$46M | 0.68% | 26 |
|
|
2021
Q1 | $200M | Sell |
537,820
-31,688
| -6% | -$11.8M | 0.65% | 27 |
|
|
2020
Q4 | $200M | Sell |
569,508
-20,885
| -4% | -$7.32M | 0.65% | 29 |
|
|
2020
Q3 | $184M | Buy |
590,393
+100,236
| +20% | +$31.3M | 0.72% | 24 |
|
|
2020
Q2 | $145M | Buy |
490,157
+19,409
| +4% | +$5.72M | 0.66% | 32 |
|
|
2020
Q1 | $117M | Buy |
470,748
+20,106
| +4% | +$5.01M | 0.67% | 32 |
|
|
2019
Q4 | $132M | Sell |
450,642
-35,548
| -7% | -$10.5M | 0.6% | 38 |
|
|
2019
Q3 | $106M | Buy |
486,190
+78,537
| +19% | +$17.1M | 0.55% | 44 |
|
|
2019
Q2 | $99.5M | Sell |
407,653
-67,030
| -14% | -$16.4M | 0.54% | 44 |
|
|
2019
Q1 | $117M | Buy |
474,683
+26,894
| +6% | +$6.65M | 0.61% | 36 |
|
|
2018
Q4 | $112M | Buy |
447,789
+18,521
| +4% | +$4.61M | 0.68% | 33 |
|
|
2018
Q3 | $114M | Buy |
429,268
+1,209
| +0.3% | +$322K | 0.56% | 40 |
|
|
2018
Q2 | $105M | Buy |
428,059
+62,712
| +17% | +$15.4M | 0.59% | 38 |
|
|
2018
Q1 | $78.2M | Buy |
365,347
+6,068
| +2% | +$1.3M | 0.53% | 45 |
|
|
2017
Q4 | $79.2M | Sell |
359,279
-3,470
| -1% | -$765K | 0.52% | 46 |
|
|
2017
Q3 | $71M | Sell |
362,749
-6,417
| -2% | -$1.26M | 0.51% | 50 |
|
|
2017
Q2 | $68.5M | Sell |
369,166
-32,545
| -8% | -$6.03M | 0.52% | 50 |
|
|
2017
Q1 | $65.9M | Buy |
401,711
+8,509
| +2% | +$1.4M | 0.51% | 50 |
|
|
2016
Q4 | $62.9M | Buy |
393,202
+92,942
| +31% | +$14.9M | 0.55% | 51 |
|
|
2016
Q3 | $42M | Buy |
300,260
+7,131
| +2% | +$998K | 0.39% | 71 |
|
|
2016
Q2 | $41.4M | Sell |
293,129
-38,412
| -12% | -$5.42M | 0.4% | 68 |
|
|
2016
Q1 | $42.7M | Buy |
331,541
+87,970
| +36% | +$11.3M | 0.41% | 64 |
|
|
2015
Q4 | $28.7M | Buy |
243,571
+20,854
| +9% | +$2.45M | 0.29% | 92 |
|
|
2015
Q3 | $25.8M | Sell |
222,717
-245
| -0.1% | -$28.4K | 0.32% | 90 |
|
|
2015
Q2 | $27.2M | Buy |
222,962
+41,418
| +23% | +$5.05M | 0.31% | 91 |
|
|
2015
Q1 | $21.5M | Buy |
181,544
+10,713
| +6% | +$1.27M | 0.25% | 111 |
|
|
2014
Q4 | $17.3M | Buy |
170,831
+12,918
| +8% | +$1.31M | 0.21% | 120 |
|
|
2014
Q3 | $13.6M | Buy |
157,913
+94,399
| +149% | +$8.14M | 0.18% | 135 |
|
|
2014
Q2 | $5.19M | Buy |
63,514
+5,554
| +10% | +$454K | 0.09% | 205 |
|
|
2014
Q1 | $4.75M | Buy |
57,960
+33,692
| +139% | +$2.76M | 0.09% | 197 |
|
|
2013
Q4 | $1.83M | Buy |
24,268
+11,216
| +86% | +$844K | 0.04% | 263 |
|
|
2013
Q3 | $935K | Buy |
13,052
+2,726
| +26% | +$195K | 0.02% | 341 |
|
|
2013
Q2 | $676K | Buy |
+10,326
| New | +$676K | 0.02% | 375 |
|