JMPWA
HQH

JP Morgan Private Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$188K Sell
12,058
-3,707
-24% -$61.8K ﹤0.01% 1638
2023
Q2 		$269K Sell
15,765
-101
-0.6% -$1.75K ﹤0.01% 1282
2023
Q1 		$280K Buy
15,866
+379
+2% +$6.89K ﹤0.01% 1705
2022
Q4 		$279K Sell
15,487
-4,197
-21% -$77.8K ﹤0.01% 1680
2022
Q3 		$340K Sell
19,684
-242
-1% -$4.63K ﹤0.01% 1606
2022
Q2 		$372K Sell
19,926
-2,849
-13% -$56.3K ﹤0.01% 1561
2022
Q1 		$473K Buy
22,775
+1,051
+5% +$22.3K ﹤0.01% 1562
2021
Q4 		$516K Buy
21,724
+5,859
+37% +$146K ﹤0.01% 1543
2021
Q3 		$406K Buy
15,865
+3,278
+26% +$86.3K ﹤0.01% 1584
2021
Q2 		$324K Buy
+12,587
New +$310K ﹤0.01% 1646
2021
Q1 		– Sell
-11,649
Closed -$278K – 1772
2020
Q4 		$278K Buy
11,649
+768
+7% +$16.7K ﹤0.01% 1532
2020
Q3 		$224K Sell
10,881
-3,028
-22% -$64K ﹤0.01% 1483
2020
Q2 		$297K Buy
13,909
+30
+0.2% +$612 ﹤0.01% 1305
2020
Q1 		$247K Sell
13,879
-433
-3% -$8.54K ﹤0.01% 1205
2019
Q4 		$299K Sell
14,312
-6,350
-31% -$126K ﹤0.01% 1244
2019
Q3 		$379K Sell
20,662
-9,310
-31% -$179K ﹤0.01% 1100
2019
Q2 		$602K Buy
29,972
+740
+3% +$14.6K ﹤0.01% 916
2019
Q1 		$600K Buy
29,232
+787
+3% +$16.1K ﹤0.01% 962
2018
Q4 		$511K Sell
28,445
-5,589
-16% -$114K ﹤0.01% 958
2018
Q3 		$788K Buy
34,034
+14,007
+70% +$317K ﹤0.01% 909
2018
Q2 		$430K Buy
20,027
+7
+0% +$149 ﹤0.01% 1065
2018
Q1 		$431K Buy
20,020
+10,151
+103% +$234K ﹤0.01% 918
2017
Q4 		$223K Sell
9,869
-392
-4% -$9.17K ﹤0.01% 1152
2017
Q3 		$259K Sell
10,261
-3,411
-25% -$85.7K ﹤0.01% 1068
2017
Q2 		$343K Buy
13,672
+252
+2% +$6.24K ﹤0.01% 964
2017
Q1 		$323K Buy
13,420
+217
+2% +$5.09K ﹤0.01% 1038
2016
Q4 		$279K Buy
13,203
+1,034
+8% +$23K ﹤0.01% 1028
2016
Q3 		$290K Buy
12,169
+181
+2% +$4.55K ﹤0.01% 999
2016
Q2 		$281K Buy
11,988
+80
+0.7% +$1.98K ﹤0.01% 1011
2016
Q1 		$286K Buy
11,908
+2,839
+31% +$67.5K ﹤0.01% 968
2015
Q4 		$269K Buy
9,069
+1,667
+23% +$51.5K ﹤0.01% 912
2015
Q3 		$204K Buy
7,402
+604
+9% +$20.6K ﹤0.01% 932
2015
Q2 		$236K Buy
+6,798
New +$236K ﹤0.01% 928

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its abrdn Healthcare Investors (HQH) stake by 24% in Q3 2023, selling an estimated $61.8K and leaving 12,058 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

JP Morgan Private Wealth Advisors first reported a position in HQH in Q2 2015 and has held it in 33 quarters since. The position peaked at $788K in Q3 2018. 115 funds tracked by Wall St. Rank hold HQH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,058 shares of abrdn Healthcare Investors worth $188K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,707 abrdn Healthcare Investors shares in Q3 2023, an estimated $61.8K.
  • abrdn Healthcare Investors made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1638 holding.
  • JP Morgan Private Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2015 and has held it in 33 quarters since.
  • JP Morgan Private Wealth Advisors's abrdn Healthcare Investors position peaked at $788K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2023.

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