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JP Morgan Private Wealth Advisors’s CorVel CRVL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CRVL Stock Details CRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$379K Buy
5,781
+1,539
+36% +$106K ﹤0.01% 1360
2023
Q2 		$274K Sell
4,242
-513
-11% -$34.3K ﹤0.01% 1274
2023
Q1 		$302K Sell
4,755
-1,638
-26% -$95.7K ﹤0.01% 1676
2022
Q4 		$310K Buy
+6,393
New +$318K ﹤0.01% 1650

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its CorVel (CRVL) stake by 36% in Q3 2023, buying an estimated $106K and bringing the position to 5,781 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

JP Morgan Private Wealth Advisors first reported a position in CRVL in Q4 2022 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold CRVL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,781 shares of CorVel worth $379K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,539 CorVel shares in Q3 2023, an estimated $106K.
  • CorVel made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1360 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CorVel in Q4 2022 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held CorVel as of Q3 2023.

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