JP Morgan Private Wealth Advisors’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.83M	Sell	134,059 -2,975	-2%	-$45.9K	0.01%	770
2023 Q2	$2.35M	Sell	137,034 -10,479	-7%	-$162K	0.01%	513
2023 Q1	$2.05M	Buy	147,513 +1,902	+1%	+$28K	﹤0.01%	868
2022 Q4	$1.95M	Buy	145,611 +6,678	+5%	+$86.3K	﹤0.01%	864
2022 Q3	$1.65M	Buy	138,933 +15,000	+12%	+$213K	﹤0.01%	911
2022 Q2	$1.58M	Buy	123,933 +13,416	+12%	+$172K	﹤0.01%	924
2022 Q1	$1.43M	Buy	110,517 +26,050	+31%	+$344K	﹤0.01%	1048
2021 Q4	$1.34M	Buy	84,467 +8,683	+11%	+$148K	﹤0.01%	1096
2021 Q3	$1.48M	Buy	75,784 +21,528	+40%	+$427K	﹤0.01%	1032
2021 Q2	$1.24M	Buy	54,256 +321	+0.6%	+$6.66K	﹤0.01%	1097
2021 Q1	$991K	Buy	53,935 +44	+0.1%	+$721	﹤0.01%	1043
2020 Q4	$803K	Buy	53,891 +195	+0.4%	+$2.54K	﹤0.01%	1092
2020 Q3	$602K	Sell	53,696 -724	-1%	-$7.13K	﹤0.01%	1085
2020 Q2	$432K	Buy	54,420 +28	+0.1%	+$232	﹤0.01%	1167
2020 Q1	$440K	Buy	54,392 +408	+0.8%	+$4.85K	﹤0.01%	978
2019 Q4	$679K	Buy	53,984 +353	+0.7%	+$3.8K	﹤0.01%	936
2019 Q3	$479K	Hold	53,631	–	–	﹤0.01%	1023
2019 Q2	$459K	Hold	53,631	–	–	﹤0.01%	1026
2019 Q1	$407K	Hold	53,631	–	–	﹤0.01%	1098
2018 Q4	$444K	Hold	53,631	–	–	﹤0.01%	1012
2018 Q3	$532K	Buy	+53,631	New	+$555K	﹤0.01%	1050

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its Select Medical (SEM) stake by 2.2% in Q3 2023, selling an estimated $45.9K and leaving 134,059 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #770.

JP Morgan Private Wealth Advisors first reported a position in SEM in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.35M in Q2 2023. 247 funds tracked by Wall St. Rank hold SEM as of Q3 2023.

JP Morgan Private Wealth Advisors held 134,059 shares of Select Medical worth $1.83M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,975 Select Medical shares in Q3 2023, an estimated $45.9K.
Select Medical made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #770 holding.
JP Morgan Private Wealth Advisors first reported a position in Select Medical in Q3 2018 and has held it in 21 quarters since.
JP Morgan Private Wealth Advisors's Select Medical position peaked at $2.35M in Q2 2023.
247 funds tracked by Wall St. Rank held Select Medical as of Q3 2023.

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