JMPWA
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JP Morgan Private Wealth Advisors’s Medifast MED Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MED Stock Details MED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,463
Closed -$399K – 1979
2022
Q4 		$399K Sell
3,463
-148
-4% -$17.2K ﹤0.01% 1557
2022
Q3 		$391K Sell
3,611
-244
-6% -$35K ﹤0.01% 1554
2022
Q2 		$696K Sell
3,855
-179
-4% -$32K ﹤0.01% 1313
2022
Q1 		$689K Sell
4,034
-1,142
-22% -$215K ﹤0.01% 1383
2021
Q4 		$1.08M Buy
5,176
+293
+6% +$60.6K ﹤0.01% 1203
2021
Q3 		$941K Buy
4,883
+399
+9% +$98.1K ﹤0.01% 1242
2021
Q2 		$1.27M Sell
4,484
-340
-7% -$92.1K ﹤0.01% 1087
2021
Q1 		$1.02M Sell
4,824
-286
-6% -$68.4K ﹤0.01% 1025
2020
Q4 		$1M Sell
5,110
-1,820
-26% -$322K ﹤0.01% 1008
2020
Q3 		$1.14M Sell
6,930
-302
-4% -$49.7K ﹤0.01% 836
2020
Q2 		$1M Buy
7,232
+97
+1% +$8.91K ﹤0.01% 813
2020
Q1 		$446K Buy
7,135
+804
+13% +$73.2K ﹤0.01% 975
2019
Q4 		$694K Buy
6,331
+579
+10% +$56K ﹤0.01% 926
2019
Q3 		$596K Buy
5,752
+4,178
+265% +$449K ﹤0.01% 936
2019
Q2 		$202K Sell
1,574
-23
-1% -$3.19K ﹤0.01% 1297
2019
Q1 		$204K Buy
+1,597
New +$203K ﹤0.01% 1371

Other funds holding MED

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MED Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Medifast (MED) in Q1 2023, closing a stake of 3,463 shares — an estimated $399K sold.

JP Morgan Private Wealth Advisors first reported a position in MED in Q1 2019 and held it in 16 quarters. The position peaked at $1.27M in Q2 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,463 Medifast shares in Q1 2023, an estimated $399K.
  • JP Morgan Private Wealth Advisors first reported a position in Medifast in Q1 2019 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Medifast position peaked at $1.27M in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.