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JP Morgan Private Wealth Advisors’s Teladoc Health TDOC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.25M Buy
228,801
+36,357
+19% +$849K 0.01% 536
2023
Q2 		$4.87M Buy
192,444
+19,917
+12% +$501K 0.03% 342
2023
Q1 		$4.47M Buy
172,527
+21,971
+15% +$588K 0.01% 619
2022
Q4 		$3.56M Sell
150,556
-12,312
-8% -$332K 0.01% 668
2022
Q3 		$4.13M Buy
162,868
+62,999
+63% +$2.21M 0.01% 611
2022
Q2 		$3.32M Sell
99,869
-10,854
-10% -$461K 0.01% 684
2022
Q1 		$7.99M Buy
110,723
+5,612
+5% +$404K 0.02% 500
2021
Q4 		$9.65M Sell
105,111
-424,258
-80% -$50.7M 0.02% 443
2021
Q3 		$67.1M Buy
529,369
+340,700
+181% +$49.6M 0.16% 148
2021
Q2 		$31.4M Buy
188,669
+133,578
+242% +$21.6M 0.08% 237
2021
Q1 		$10M Sell
55,091
-284,794
-84% -$66.1M 0.03% 372
2020
Q4 		$68M Buy
339,885
+314,629
+1,246% +$64M 0.22% 114
2020
Q3 		$5.54M Buy
25,256
+8,735
+53% +$1.85M 0.02% 408
2020
Q2 		$3.15M Buy
16,521
+3,315
+25% +$581K 0.01% 471
2020
Q1 		$2.05M Buy
13,206
+5,938
+82% +$691K 0.01% 538
2019
Q4 		$608K Buy
7,268
+121
+2% +$9.21K ﹤0.01% 975
2019
Q3 		$484K Buy
7,147
+61
+0.9% +$4.01K ﹤0.01% 1020
2019
Q2 		$471K Sell
7,086
-3,505
-33% -$204K ﹤0.01% 1010
2019
Q1 		$589K Buy
10,591
+2
+0% +$122 ﹤0.01% 968
2018
Q4 		$525K Buy
10,589
+3,374
+47% +$206K ﹤0.01% 950
2018
Q3 		$623K Sell
7,215
-794
-10% -$56.6K ﹤0.01% 998
2018
Q2 		$465K Buy
+8,009
New +$391K ﹤0.01% 1030

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Teladoc Health (TDOC) stake by 19% in Q3 2023, buying an estimated $849K and bringing the position to 228,801 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #536.

JP Morgan Private Wealth Advisors first reported a position in TDOC in Q2 2018 and has held it in 22 quarters since. The position peaked at $68M in Q4 2020. 437 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 228,801 shares of Teladoc Health worth $4.25M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 36,357 Teladoc Health shares in Q3 2023, an estimated $849K.
  • Teladoc Health made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #536 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Teladoc Health in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Teladoc Health position peaked at $68M in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

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