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JP Morgan Private Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$510K Sell
7,247
-79
-1% -$5.9K ﹤0.01% 1239
2023
Q2 		$583K Sell
7,326
-9,991
-58% -$722K ﹤0.01% 972
2023
Q1 		$1.25M Sell
17,317
-523
-3% -$40.8K ﹤0.01% 1064
2022
Q4 		$1.47M Sell
17,840
-479
-3% -$39.5K ﹤0.01% 966
2022
Q3 		$1.43M Sell
18,319
-261
-1% -$20.9K ﹤0.01% 978
2022
Q2 		$1.26M Sell
18,580
-5,484
-23% -$383K ﹤0.01% 1020
2022
Q1 		$1.58M Buy
24,064
+524
+2% +$30.4K ﹤0.01% 998
2021
Q4 		$1.43M Sell
23,540
-2,665
-10% -$159K ﹤0.01% 1068
2021
Q3 		$1.67M Buy
26,205
+283
+1% +$17.9K ﹤0.01% 972
2021
Q2 		$1.63M Buy
25,922
+2,964
+13% +$186K ﹤0.01% 971
2021
Q1 		$1.31M Sell
22,958
-2,708
-11% -$147K ﹤0.01% 919
2020
Q4 		$1.29M Buy
25,666
+2,303
+10% +$91.8K ﹤0.01% 906
2020
Q3 		$689K Sell
23,363
-1,435
-6% -$41.7K ﹤0.01% 1031
2020
Q2 		$623K Buy
+24,798
New +$619K ﹤0.01% 990
2017
Q2 		– Sell
-5,397
Closed -$235K – 1233
2017
Q1 		$235K Buy
+5,397
New +$219K ﹤0.01% 1176
2014
Q3 		– Sell
-6,693
Closed -$305K – 1076
2014
Q2 		$305K Sell
6,693
-5,760
-46% -$253K 0.01% 713
2014
Q1 		$561K Buy
12,453
+35
+0.3% +$1.73K 0.01% 537
2013
Q4 		$588K Sell
12,418
-668
-5% -$29K 0.01% 420
2013
Q3 		$516K Buy
13,086
+47
+0.4% +$1.74K 0.01% 430
2013
Q2 		$431K Buy
+13,039
New +$423K 0.01% 430

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Acadia Healthcare (ACHC) stake by 1.1% in Q3 2023, selling an estimated $5.9K and leaving 7,247 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

JP Morgan Private Wealth Advisors first reported a position in ACHC in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.67M in Q3 2021. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,247 shares of Acadia Healthcare worth $510K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 79 Acadia Healthcare shares in Q3 2023, an estimated $5.9K.
  • Acadia Healthcare made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1239 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Acadia Healthcare in Q2 2013 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Acadia Healthcare position peaked at $1.67M in Q3 2021.
  • 293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

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