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JP Morgan Private Wealth Advisors’s Definitive Healthcare DH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$131K Buy
+16,437
New +$165K ﹤0.01% 1671
2022
Q1 		– Sell
-13,677
Closed -$374K – 2017
2021
Q4 		$374K Buy
13,677
+4,252
+45% +$149K ﹤0.01% 1657
2021
Q3 		$404K Buy
+9,425
New +$418K ﹤0.01% 1585

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Definitive Healthcare (DH) in Q3 2023: 16,437 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in DH as recently as Q4 2021.

JP Morgan Private Wealth Advisors first reported a position in DH in Q3 2021 and has held it in 3 quarters since. The position peaked at $404K in Q3 2021. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,437 shares of Definitive Healthcare worth $131K as of Q3 2023.
  • Definitive Healthcare was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Definitive Healthcare made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1671 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Definitive Healthcare in Q3 2021 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Definitive Healthcare position peaked at $404K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

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