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JP Morgan Private Wealth Advisors’s Chemed CHE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$332K Sell
639
-177
-22% -$92K ﹤0.01% 1424
2023
Q2 		$442K Sell
816
-315
-28% -$172K ﹤0.01% 1089
2023
Q1 		$608K Sell
1,131
-110
-9% -$56.1K ﹤0.01% 1392
2022
Q4 		$633K Buy
1,241
+70
+6% +$34.1K ﹤0.01% 1363
2022
Q3 		$511K Sell
1,171
-3
-0.3% -$1.44K ﹤0.01% 1443
2022
Q2 		$551K Sell
1,174
-195
-14% -$95.1K ﹤0.01% 1422
2022
Q1 		$694K Buy
1,369
+152
+12% +$72.9K ﹤0.01% 1377
2021
Q4 		$644K Sell
1,217
-275
-18% -$132K ﹤0.01% 1446
2021
Q3 		$694K Buy
1,492
+212
+17% +$99.9K ﹤0.01% 1374
2021
Q2 		$607K Buy
1,280
+244
+24% +$117K ﹤0.01% 1405
2021
Q1 		$476K Sell
1,036
-715
-41% -$351K ﹤0.01% 1331
2020
Q4 		$933K Sell
1,751
-79
-4% -$38.8K ﹤0.01% 1030
2020
Q3 		$879K Buy
1,830
+51
+3% +$25K ﹤0.01% 936
2020
Q2 		$802K Sell
1,779
-41
-2% -$18.3K ﹤0.01% 891
2020
Q1 		$788K Buy
1,820
+505
+38% +$226K ﹤0.01% 787
2019
Q4 		$577K Sell
1,315
-18
-1% -$7.57K ﹤0.01% 993
2019
Q3 		$557K Buy
1,333
+33
+3% +$13.5K ﹤0.01% 969
2019
Q2 		$469K Sell
1,300
-9
-0.7% -$3.01K ﹤0.01% 1012
2019
Q1 		$419K Sell
1,309
-13
-1% -$3.99K ﹤0.01% 1089
2018
Q4 		$375K Hold
1,322
– – ﹤0.01% 1071
2018
Q3 		$423K Hold
1,322
– – ﹤0.01% 1139
2018
Q2 		$425K Buy
1,322
+252
+24% +$78.9K ﹤0.01% 1071
2018
Q1 		$292K Buy
+1,070
New +$283K ﹤0.01% 1052

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Chemed (CHE) stake by 22% in Q3 2023, selling an estimated $92K and leaving 639 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

JP Morgan Private Wealth Advisors first reported a position in CHE in Q1 2018 and has held it in 23 quarters since. The position peaked at $933K in Q4 2020. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 639 shares of Chemed worth $332K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 177 Chemed shares in Q3 2023, an estimated $92K.
  • Chemed made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1424 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Chemed in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's Chemed position peaked at $933K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

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