JMPWA
OPCH icon

JP Morgan Private Wealth Advisors’s Option Care Health OPCH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,648
Closed -$40K – 1506
2019
Q4 		$40K Sell
2,648
-1,645
-38% -$22.2K ﹤0.01% 1454
2019
Q3 		$55K Hold
4,293
– – ﹤0.01% 1407
2019
Q2 		$45K Hold
4,293
– – ﹤0.01% 1355
2019
Q1 		$34K Sell
4,293
-2,207
-34% -$29K ﹤0.01% 1441
2018
Q4 		$93K Hold
6,500
– – ﹤0.01% 1399
2018
Q3 		$81K Hold
6,500
– – ﹤0.01% 1531
2018
Q2 		$76K Hold
6,500
– – ﹤0.01% 1431
2018
Q1 		$64K Hold
6,500
– – ﹤0.01% 1247
2017
Q4 		$76K Buy
+6,500
New +$65.6K ﹤0.01% 1248

Other funds holding OPCH

GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OPCH Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Option Care Health (OPCH) in Q1 2020, closing a stake of 2,648 shares — an estimated $40K sold.

JP Morgan Private Wealth Advisors first reported a position in OPCH in Q4 2017 and held it in 9 quarters. The position peaked at $93K in Q4 2018. 90 funds tracked by Wall St. Rank hold OPCH as of Q1 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Option Care Health position as of Q1 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,648 Option Care Health shares in Q1 2020, an estimated $40K.
  • JP Morgan Private Wealth Advisors first reported a position in Option Care Health in Q4 2017 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's Option Care Health position peaked at $93K in Q4 2018.
  • 90 funds tracked by Wall St. Rank held Option Care Health as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.