JMPWA
ESRX

JP Morgan Private Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-34,043
Closed -$3.23M – 1647
2018
Q3 		$3.23M Sell
34,043
-9,177
-21% -$782K 0.02% 520
2018
Q2 		$3.34M Buy
43,220
+3,023
+8% +$227K 0.02% 488
2018
Q1 		$2.78M Buy
40,197
+530
+1% +$40.4K 0.02% 428
2017
Q4 		$2.96M Buy
39,667
+1,081
+3% +$69.1K 0.02% 416
2017
Q3 		$2.44M Sell
38,586
-9,230
-19% -$574K 0.02% 429
2017
Q2 		$3.05M Sell
47,816
-4,179
-8% -$262K 0.02% 385
2017
Q1 		$3.43M Sell
51,995
-12,869
-20% -$885K 0.03% 367
2016
Q4 		$4.46M Sell
64,864
-8,681
-12% -$622K 0.04% 300
2016
Q3 		$5.19M Sell
73,545
-4,654
-6% -$348K 0.05% 272
2016
Q2 		$5.93M Buy
78,199
+36,238
+86% +$2.66M 0.06% 247
2016
Q1 		$2.88M Sell
41,961
-14,674
-26% -$1.05M 0.03% 328
2015
Q4 		$4.95M Sell
56,635
-21,199
-27% -$1.82M 0.05% 234
2015
Q3 		$6.3M Sell
77,834
-29,898
-28% -$2.6M 0.08% 208
2015
Q2 		$9.58M Buy
107,732
+21,906
+26% +$1.91M 0.11% 190
2015
Q1 		$7.45M Sell
85,826
-3,036
-3% -$255K 0.09% 210
2014
Q4 		$7.52M Buy
88,862
+1,481
+2% +$116K 0.09% 207
2014
Q3 		$6.17M Buy
87,381
+31,425
+56% +$2.24M 0.08% 223
2014
Q2 		$3.88M Buy
55,956
+12,315
+28% +$867K 0.07% 226
2014
Q1 		$3.28M Buy
43,641
+12,381
+40% +$927K 0.06% 233
2013
Q4 		$2.2M Buy
31,260
+2,217
+8% +$145K 0.04% 245
2013
Q3 		$1.79M Sell
29,043
-1,116
-4% -$72.2K 0.04% 250
2013
Q2 		$1.86M Buy
+30,159
New +$1.82M 0.05% 249

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESRX Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 34,043 shares — an estimated $3.23M sold.

JP Morgan Private Wealth Advisors first reported a position in ESRX in Q2 2013 and held it in 22 quarters. The position peaked at $9.58M in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 34,043 Express Scripts Holding Company shares in Q4 2018, an estimated $3.23M.
  • JP Morgan Private Wealth Advisors first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 22 quarters.
  • JP Morgan Private Wealth Advisors's Express Scripts Holding Company position peaked at $9.58M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.