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JMPWA
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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