JP Morgan Private Wealth Advisors’s Oak Street Health, Inc. OSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,899	Closed	-$538K	–	1971
2023 Q1	$538K	Sell	13,899 -16,208	-54%	-$523K	﹤0.01%	1445
2022 Q4	$648K	Buy	30,107 +11,769	+64%	+$246K	﹤0.01%	1349
2022 Q3	$450K	Buy	+18,338	New	+$485K	﹤0.01%	1508
2021 Q3	–	Sell	-12,548	Closed	-$735K	–	2001
2021 Q2	$735K	Buy	+12,548	New	+$747K	﹤0.01%	1336

Other funds holding OSH

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 13,899 shares — an estimated $538K sold.

JP Morgan Private Wealth Advisors first reported a position in OSH in Q2 2021 and held it in 4 quarters. The position peaked at $735K in Q2 2021. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,899 Oak Street Health, Inc. shares in Q2 2023, an estimated $538K.
JP Morgan Private Wealth Advisors first reported a position in Oak Street Health, Inc. in Q2 2021 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Oak Street Health, Inc. position peaked at $735K in Q2 2021.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

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