JP Morgan Private Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio IRTC Stock Details IRTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,690	Closed	-$210K	–	1691
2023 Q1	$210K	Buy	+1,690	New	+$183K	﹤0.01%	1811
2022 Q4	–	Sell	-1,692	Closed	-$212K	–	1964
2022 Q3	$212K	Buy	+1,692	New	+$244K	﹤0.01%	1785
2022 Q2	–	Sell	-1,635	Closed	-$257K	–	1969
2022 Q1	$257K	Sell	1,635 -200	-11%	-$25.7K	﹤0.01%	1816
2021 Q4	$216K	Buy	+1,835	New	+$168K	﹤0.01%	1879
2021 Q1	–	Sell	-3,579	Closed	-$849K	–	1777
2020 Q4	$849K	Buy	3,579 +2,669	+293%	+$608K	﹤0.01%	1071
2020 Q3	$217K	Buy	+910	New	+$161K	﹤0.01%	1495
2019 Q2	–	Sell	-5,207	Closed	-$390K	–	1422
2019 Q1	$390K	Buy	+5,207	New	+$445K	﹤0.01%	1110

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iRhythm Holdings (IRTC) in Q2 2023, closing a stake of 1,690 shares — an estimated $210K sold.

JP Morgan Private Wealth Advisors first reported a position in IRTC in Q1 2019 and held it in 7 quarters. The position peaked at $849K in Q4 2020. 203 funds tracked by Wall St. Rank hold IRTC as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining iRhythm Holdings position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,690 iRhythm Holdings shares in Q2 2023, an estimated $210K.
JP Morgan Private Wealth Advisors first reported a position in iRhythm Holdings in Q1 2019 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's iRhythm Holdings position peaked at $849K in Q4 2020.
203 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2023.

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