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JP Morgan Private Wealth Advisors’s Evolent Health EVH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,166
Closed -$492K – 1617
2023
Q1 		$492K Sell
15,166
-5,150
-25% -$163K ﹤0.01% 1488
2022
Q4 		$570K Sell
20,316
-3,643
-15% -$104K ﹤0.01% 1414
2022
Q3 		$861K Sell
23,959
-670
-3% -$23.6K ﹤0.01% 1213
2022
Q2 		$756K Buy
24,629
+2,624
+12% +$76.5K ﹤0.01% 1272
2022
Q1 		$711K Buy
22,005
+355
+2% +$9.29K ﹤0.01% 1370
2021
Q4 		$599K Buy
+21,650
New +$621K ﹤0.01% 1479

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVH Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Evolent Health (EVH) in Q2 2023, closing a stake of 15,166 shares — an estimated $492K sold.

JP Morgan Private Wealth Advisors first reported a position in EVH in Q4 2021 and held it in 6 quarters. The position peaked at $861K in Q3 2022. 217 funds tracked by Wall St. Rank hold EVH as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Evolent Health position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,166 Evolent Health shares in Q2 2023, an estimated $492K.
  • JP Morgan Private Wealth Advisors first reported a position in Evolent Health in Q4 2021 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Evolent Health position peaked at $861K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Evolent Health as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.