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JP Morgan Private Wealth Advisors’s Encompass Health EHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$391K Sell
5,825
-461
-7% -$31.7K ﹤0.01% 1347
2023
Q2 		$426K Sell
6,286
-8,705
-58% -$546K ﹤0.01% 1100
2023
Q1 		$811K Sell
14,991
-180
-1% -$10.5K ﹤0.01% 1267
2022
Q4 		$907K Sell
15,171
-613
-4% -$33.3K ﹤0.01% 1190
2022
Q3 		$714K Sell
15,784
-4,122
-21% -$206K ﹤0.01% 1303
2022
Q2 		$888K Sell
19,906
-1,116
-5% -$57.3K ﹤0.01% 1195
2022
Q1 		$1.19M Sell
21,022
-468
-2% -$24.4K ﹤0.01% 1133
2021
Q4 		$1.12M Buy
+21,490
New +$1.11M ﹤0.01% 1187
2021
Q2 		– Sell
-4,349
Closed -$283K – 1906
2021
Q1 		$283K Sell
4,349
-238
-5% -$15.5K ﹤0.01% 1551
2020
Q4 		$302K Sell
4,587
-485
-10% -$28.5K ﹤0.01% 1492
2020
Q3 		$262K Buy
+5,072
New +$260K ﹤0.01% 1418
2018
Q4 		– Sell
-4,509
Closed -$280K – 1492
2018
Q3 		$280K Sell
4,509
-333
-7% -$20.2K ﹤0.01% 1331
2018
Q2 		$261K Buy
+4,842
New +$242K ﹤0.01% 1261
2017
Q2 		– Sell
-7,563
Closed -$258K – 1261
2017
Q1 		$258K Sell
7,563
-978
-11% -$32.1K ﹤0.01% 1138
2016
Q4 		$280K Sell
8,541
-1,970
-19% -$63.9K ﹤0.01% 1027
2016
Q3 		$339K Sell
10,511
-4,519
-30% -$146K ﹤0.01% 936
2016
Q2 		$464K Sell
15,030
-4,391
-23% -$137K ﹤0.01% 804
2016
Q1 		$581K Buy
19,421
+10,574
+120% +$292K 0.01% 695
2015
Q4 		$245K Sell
8,847
-4,525
-34% -$129K ﹤0.01% 948
2015
Q3 		$408K Buy
13,372
+3,061
+30% +$107K 0.01% 685
2015
Q2 		$378K Buy
+10,311
New +$368K ﹤0.01% 769

Other funds holding EHC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Encompass Health (EHC) stake by 7.3% in Q3 2023, selling an estimated $31.7K and leaving 5,825 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

JP Morgan Private Wealth Advisors first reported a position in EHC in Q2 2015 and has held it in 21 quarters since. The position peaked at $1.19M in Q1 2022. 413 funds tracked by Wall St. Rank hold EHC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,825 shares of Encompass Health worth $391K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 461 Encompass Health shares in Q3 2023, an estimated $31.7K.
  • Encompass Health made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1347 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Encompass Health in Q2 2015 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Encompass Health position peaked at $1.19M in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Encompass Health as of Q3 2023.

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