JP Morgan Private Wealth Advisors’s AdaptHealth AHCO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AHCO Stock Details AHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$93.6K	Sell	10,289 -110	-1%	-$1.32K	﹤0.01%	1688
2023 Q2	$127K	Sell	10,399 -17,706	-63%	-$197K	﹤0.01%	1429
2023 Q1	$349K	Buy	28,105 +465	+2%	+$8.55K	﹤0.01%	1614
2022 Q4	$531K	Buy	27,640 +30	+0.1%	+$634	﹤0.01%	1453
2022 Q3	$519K	Buy	27,610 +2,620	+10%	+$53.9K	﹤0.01%	1438
2022 Q2	$451K	Buy	24,990 +924	+4%	+$15K	﹤0.01%	1496
2022 Q1	$386K	Buy	24,066 +10,956	+84%	+$197K	﹤0.01%	1642
2021 Q4	$321K	Buy	13,110 +1,233	+10%	+$28.9K	﹤0.01%	1725
2021 Q3	$277K	Buy	11,877 +2,783	+31%	+$67.3K	﹤0.01%	1724
2021 Q2	$249K	Sell	9,094 -3,671	-29%	-$105K	﹤0.01%	1742
2021 Q1	$469K	Buy	+12,765	New	+$451K	﹤0.01%	1338

Other funds holding AHCO

OCA

OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its AdaptHealth (AHCO) stake by 1.1% in Q3 2023, selling an estimated $1.32K and leaving 10,289 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

JP Morgan Private Wealth Advisors first reported a position in AHCO in Q1 2021 and has held it in 11 quarters since. The position peaked at $531K in Q4 2022. 191 funds tracked by Wall St. Rank hold AHCO as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,289 shares of AdaptHealth worth $93.6K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 110 AdaptHealth shares in Q3 2023, an estimated $1.32K.
AdaptHealth made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1688 holding.
JP Morgan Private Wealth Advisors first reported a position in AdaptHealth in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's AdaptHealth position peaked at $531K in Q4 2022.
191 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2023.

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