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JP Morgan Private Wealth Advisors’s HealthEquity HQY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$389K Sell
5,319
-529
-9% -$35.7K ﹤0.01% 1351
2023
Q2 		$369K Sell
5,848
-4,678
-44% -$271K ﹤0.01% 1157
2023
Q1 		$618K Sell
10,526
-8,011
-43% -$486K ﹤0.01% 1387
2022
Q4 		$1.14M Sell
18,537
-36
-0.2% -$2.42K ﹤0.01% 1084
2022
Q3 		$1.25M Sell
18,573
-823
-4% -$52.1K ﹤0.01% 1037
2022
Q2 		$1.19M Buy
19,396
+2,449
+14% +$157K ﹤0.01% 1043
2022
Q1 		$1.14M Sell
16,947
-945
-5% -$51K ﹤0.01% 1153
2021
Q4 		$792K Sell
17,892
-11,012
-38% -$641K ﹤0.01% 1359
2021
Q3 		$1.87M Buy
28,904
+708
+3% +$49.2K ﹤0.01% 929
2021
Q2 		$2.27M Buy
28,196
+20,047
+246% +$1.53M 0.01% 822
2021
Q1 		$554K Sell
8,149
-3,628
-31% -$285K ﹤0.01% 1270
2020
Q4 		$821K Buy
11,777
+5,565
+90% +$346K ﹤0.01% 1080
2020
Q3 		$319K Buy
+6,212
New +$341K ﹤0.01% 1338
2019
Q3 		– Sell
-56,807
Closed -$3.71M – 1453
2019
Q2 		$3.71M Buy
56,807
+32,626
+135% +$2.27M 0.02% 451
2019
Q1 		$1.79M Buy
+24,181
New +$1.7M 0.01% 640

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its HealthEquity (HQY) stake by 9% in Q3 2023, selling an estimated $35.7K and leaving 5,319 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

JP Morgan Private Wealth Advisors first reported a position in HQY in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.71M in Q2 2019. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,319 shares of HealthEquity worth $389K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 529 HealthEquity shares in Q3 2023, an estimated $35.7K.
  • HealthEquity made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1351 holding.
  • JP Morgan Private Wealth Advisors first reported a position in HealthEquity in Q1 2019 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's HealthEquity position peaked at $3.71M in Q2 2019.
  • 342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

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