JP Morgan Private Wealth Advisors’s Privia Health PRVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$466K	Buy	20,247 +35	+0.2%	+$890	﹤0.01%	1275
2023 Q2	$528K	Sell	20,212 -115	-0.6%	-$3.04K	﹤0.01%	1008
2023 Q1	$561K	Sell	20,327 -89	-0.4%	-$2.35K	﹤0.01%	1428
2022 Q4	$464K	Sell	20,416 -1,461	-7%	-$40.7K	﹤0.01%	1499
2022 Q3	$745K	Buy	21,877 +555	+3%	+$20.5K	﹤0.01%	1281
2022 Q2	$621K	Buy	+21,322	New	+$542K	﹤0.01%	1369

Other funds holding PRVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PRVA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Privia Health (PRVA) stake by 0.17% in Q3 2023, buying an estimated $890 and bringing the position to 20,247 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

JP Morgan Private Wealth Advisors first reported a position in PRVA in Q2 2022 and has held it in 6 quarters since. The position peaked at $745K in Q3 2022. 218 funds tracked by Wall St. Rank hold PRVA as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,247 shares of Privia Health worth $466K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 35 Privia Health shares in Q3 2023, an estimated $890.
Privia Health made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1275 holding.
JP Morgan Private Wealth Advisors first reported a position in Privia Health in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Privia Health position peaked at $745K in Q3 2022.
218 funds tracked by Wall St. Rank held Privia Health as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.