JP Morgan Private Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.2M | Buy |
+34,854
| New | +$15.8M | 0.04% | 309 |
|
|
2023
Q2 | – | Sell |
-63,238
| Closed | -$29.1M | – | 1605 |
|
|
2023
Q1 | $29.1M | Sell |
63,238
-45,113
| -42% | -$21.5M | 0.06% | 267 |
|
|
2022
Q4 | $55.6M | Buy |
108,351
+2,506
| +2% | +$1.27M | 0.12% | 170 |
|
|
2022
Q3 | $48.1M | Sell |
105,845
-10,826
| -9% | -$5.18M | 0.13% | 174 |
|
|
2022
Q2 | $56.3M | Buy |
116,671
+12,000
| +11% | +$5.94M | 0.14% | 158 |
|
|
2022
Q1 | $51.4M | Buy |
104,671
+38,467
| +58% | +$17.6M | 0.11% | 187 |
|
|
2021
Q4 | $30.7M | Sell |
66,204
-2,739
| -4% | -$1.15M | 0.07% | 250 |
|
|
2021
Q3 | $25.7M | Buy |
68,943
+2,153
| +3% | +$818K | 0.06% | 270 |
|
|
2021
Q2 | $25.5M | Buy |
66,790
+11,465
| +21% | +$4.38M | 0.07% | 267 |
|
|
2021
Q1 | $19.9M | Buy |
55,325
+16,158
| +41% | +$5.2M | 0.06% | 267 |
|
|
2020
Q4 | $12.6M | Buy |
39,167
+4,150
| +12% | +$1.27M | 0.04% | 332 |
|
|
2020
Q3 | $9.4M | Sell |
35,017
-3,942
| -10% | -$1.06M | 0.04% | 336 |
|
|
2020
Q2 | $10.2M | Buy |
38,959
+4,312
| +12% | +$1.15M | 0.05% | 280 |
|
|
2020
Q1 | $7.87M | Buy |
34,647
+1,776
| +5% | +$484K | 0.04% | 297 |
|
|
2019
Q4 | $9.93M | Buy |
32,871
+5,551
| +20% | +$1.53M | 0.05% | 308 |
|
|
2019
Q3 | $6.56M | Buy |
27,320
+5,142
| +23% | +$1.41M | 0.03% | 352 |
|
|
2019
Q2 | $6.26M | Sell |
22,178
-2,552
| -10% | -$697K | 0.03% | 343 |
|
|
2019
Q1 | $7.1M | Sell |
24,730
-44,392
| -64% | -$12.8M | 0.04% | 333 |
|
|
2018
Q4 | $18.2M | Buy |
69,122
+240
| +0.3% | +$66K | 0.11% | 184 |
|
|
2018
Q3 | $18.9M | Sell |
68,882
-24,139
| -26% | -$6.27M | 0.09% | 209 |
|
|
2018
Q2 | $22.1M | Buy |
93,021
+4,961
| +6% | +$1.15M | 0.12% | 174 |
|
|
2018
Q1 | $19.3M | Sell |
88,060
-36,465
| -29% | -$8.57M | 0.13% | 160 |
|
|
2017
Q4 | $28M | Buy |
124,525
+42,224
| +51% | +$8.99M | 0.18% | 129 |
|
|
2017
Q3 | $15.6M | Buy |
82,301
+808
| +1% | +$154K | 0.11% | 172 |
|
|
2017
Q2 | $15.3M | Buy |
81,493
+3,890
| +5% | +$699K | 0.12% | 170 |
|
|
2017
Q1 | $12.8M | Buy |
77,603
+509
| +0.7% | +$81K | 0.1% | 185 |
|
|
2016
Q4 | $11.1M | Sell |
77,094
-14,031
| -15% | -$1.88M | 0.1% | 186 |
|
|
2016
Q3 | $11.4M | Buy |
91,125
+19,113
| +27% | +$2.47M | 0.11% | 181 |
|
|
2016
Q2 | $9.46M | Buy |
72,012
+14,879
| +26% | +$2.04M | 0.09% | 188 |
|
|
2016
Q1 | $7.94M | Buy |
57,133
+39,180
| +218% | +$5.24M | 0.08% | 198 |
|
|
2015
Q4 | $2.5M | Buy |
17,953
+3,265
| +22% | +$450K | 0.03% | 331 |
|
|
2015
Q3 | $2.06M | Sell |
14,688
-3,992
| -21% | -$600K | 0.03% | 330 |
|
|
2015
Q2 | $3.07M | Sell |
18,680
-7,831
| -30% | -$1.25M | 0.04% | 303 |
|
|
2015
Q1 | $4.09M | Buy |
26,511
+1,743
| +7% | +$248K | 0.05% | 268 |
|
|
2014
Q4 | $3.11M | Sell |
24,768
-3,261
| -12% | -$403K | 0.04% | 308 |
|
|
2014
Q3 | $3.35M | Buy |
28,029
+9,431
| +51% | +$1.08M | 0.04% | 293 |
|
|
2014
Q2 | $2M | Buy |
18,598
+588
| +3% | +$60.6K | 0.03% | 294 |
|
|
2014
Q1 | $1.79M | Buy |
18,010
+13,882
| +336% | +$1.26M | 0.03% | 304 |
|
|
2013
Q4 | $381K | Buy |
4,128
+288
| +8% | +$25.6K | 0.01% | 501 |
|
|
2013
Q3 | $321K | Buy |
3,840
+42
| +1% | +$3.6K | 0.01% | 502 |
|
|
2013
Q2 | $311K | Buy |
+3,798
| New | +$284K | 0.01% | 492 |
|
Other funds holding ELV
JP Morgan Private Wealth Advisors's ELV Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Elevance Health (ELV) in Q3 2023: 34,854 shares worth $15.2M. The stake represents 0.04% of the portfolio and ranks #309 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ELV as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ELV in Q2 2013 and has held it in 41 quarters since. The position peaked at $56.3M in Q2 2022. 1,525 funds tracked by Wall St. Rank hold ELV as of Q3 2023.
- JP Morgan Private Wealth Advisors held 34,854 shares of Elevance Health worth $15.2M as of Q3 2023.
- Elevance Health was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Elevance Health made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #309 holding.
- JP Morgan Private Wealth Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Elevance Health position peaked at $56.3M in Q2 2022.
- 1,525 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.