JP Morgan Private Wealth Advisors’s National Health Investors NHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,461	Closed	-$204K	–	1994
2022 Q1	$204K	Buy	+3,461	New	+$197K	﹤0.01%	1904
2021 Q3	–	Sell	-3,391	Closed	-$227K	–	1966
2021 Q2	$227K	Sell	3,391 -999	-23%	-$69.7K	﹤0.01%	1792
2021 Q1	$317K	Buy	4,390 +315	+8%	+$22K	﹤0.01%	1508
2020 Q4	$282K	Sell	4,075 -76	-2%	-$4.83K	﹤0.01%	1524
2020 Q3	$250K	Buy	4,151 +198	+5%	+$12.2K	﹤0.01%	1426
2020 Q2	$240K	Buy	+3,953	New	+$217K	﹤0.01%	1395

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NHI Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of National Health Investors (NHI) in Q2 2022, closing a stake of 3,461 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in NHI in Q2 2020 and held it in 6 quarters. The position peaked at $317K in Q1 2021. 235 funds tracked by Wall St. Rank hold NHI as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining National Health Investors position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,461 National Health Investors shares in Q2 2022, an estimated $204K.
JP Morgan Private Wealth Advisors first reported a position in National Health Investors in Q2 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's National Health Investors position peaked at $317K in Q1 2021.
235 funds tracked by Wall St. Rank held National Health Investors as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.