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JP Morgan Private Wealth Advisors’s ICU Medical ICUI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,438
Closed -$237K – 1673
2023
Q1 		$237K Buy
1,438
+102
+8% +$17.5K ﹤0.01% 1763
2022
Q4 		$210K Sell
1,336
-149
-10% -$22.7K ﹤0.01% 1808
2022
Q3 		$224K Sell
1,485
-91
-6% -$15.1K ﹤0.01% 1767
2022
Q2 		$259K Sell
1,576
-41
-3% -$7.89K ﹤0.01% 1722
2022
Q1 		$360K Buy
1,617
+386
+31% +$86.5K ﹤0.01% 1673
2021
Q4 		$292K Sell
1,231
-16
-1% -$3.74K ﹤0.01% 1755
2021
Q3 		$291K Sell
1,247
-70
-5% -$14.7K ﹤0.01% 1707
2021
Q2 		$271K Sell
1,317
-46
-3% -$9.46K ﹤0.01% 1707
2021
Q1 		$280K Buy
1,363
+21
+2% +$4.43K ﹤0.01% 1557
2020
Q4 		$288K Sell
1,342
-319
-19% -$61.9K ﹤0.01% 1512
2020
Q3 		$304K Sell
1,661
-712
-30% -$134K ﹤0.01% 1360
2020
Q2 		$437K Sell
2,373
-313
-12% -$62.2K ﹤0.01% 1158
2020
Q1 		$542K Buy
+2,686
New +$517K ﹤0.01% 907
2018
Q1 		– Sell
-927
Closed -$200K – 1334
2017
Q4 		$200K Buy
+927
New +$188K ﹤0.01% 1192
2017
Q2 		– Sell
-5,489
Closed -$838K – 1281
2017
Q1 		$838K Buy
5,489
+339
+7% +$49.5K 0.01% 689
2016
Q4 		$759K Buy
5,150
+92
+2% +$13.3K 0.01% 679
2016
Q3 		$639K Sell
5,058
-146
-3% -$17.6K 0.01% 706
2016
Q2 		$587K Buy
5,204
+29
+0.6% +$3.01K 0.01% 734
2016
Q1 		$539K Buy
5,175
+1,010
+24% +$96.6K 0.01% 736
2015
Q4 		$470K Hold
4,165
– – ﹤0.01% 712
2015
Q3 		$456K Sell
4,165
-547
-12% -$58.5K 0.01% 651
2015
Q2 		$451K Sell
4,712
-790
-14% -$73.8K 0.01% 709
2015
Q1 		$512K Sell
5,502
-197
-3% -$17.2K 0.01% 716
2014
Q4 		$466K Sell
5,699
-986
-15% -$75.6K 0.01% 732
2014
Q3 		$429K Buy
6,685
+925
+16% +$56.7K 0.01% 742
2014
Q2 		$350K Buy
5,760
+825
+17% +$48.7K 0.01% 674
2014
Q1 		$295K Buy
+4,935
New +$304K 0.01% 721

Other funds holding ICUI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of ICU Medical (ICUI) in Q2 2023, closing a stake of 1,438 shares — an estimated $237K sold.

JP Morgan Private Wealth Advisors first reported a position in ICUI in Q1 2014 and held it in 27 quarters. The position peaked at $838K in Q1 2017. 231 funds tracked by Wall St. Rank hold ICUI as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining ICU Medical position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,438 ICU Medical shares in Q2 2023, an estimated $237K.
  • JP Morgan Private Wealth Advisors first reported a position in ICU Medical in Q1 2014 and held it in 27 quarters.
  • JP Morgan Private Wealth Advisors's ICU Medical position peaked at $838K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held ICU Medical as of Q2 2023.

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