JMPWA
UHS icon

JP Morgan Private Wealth Advisors’s Universal Health Services UHS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,307
Closed -$206K – 1792
2023
Q2 		$206K Buy
+1,307
New +$182K ﹤0.01% 1381
2023
Q1 		– Sell
-1,440
Closed -$203K – 2006
2022
Q4 		$203K Buy
+1,440
New +$170K ﹤0.01% 1822
2022
Q2 		– Sell
-1,659
Closed -$240K – 2028
2022
Q1 		$240K Sell
1,659
-83
-5% -$11.5K ﹤0.01% 1843
2021
Q4 		$226K Buy
1,742
+44
+3% +$5.66K ﹤0.01% 1864
2021
Q3 		$235K Buy
+1,698
New +$257K ﹤0.01% 1788
2021
Q1 		– Sell
-2,081
Closed -$286K – 1802
2020
Q4 		$286K Buy
2,081
+78
+4% +$9.71K ﹤0.01% 1516
2020
Q3 		$214K Buy
+2,003
New +$214K ﹤0.01% 1501
2020
Q2 		– Sell
-2,303
Closed -$228K – 1599
2020
Q1 		$228K Buy
2,303
+353
+18% +$44.7K ﹤0.01% 1247
2019
Q4 		$280K Sell
1,950
-6
-0.3% -$855 ﹤0.01% 1270
2019
Q3 		$291K Sell
1,956
-272
-12% -$39.1K ﹤0.01% 1207
2019
Q2 		$291K Sell
2,228
-903
-29% -$114K ﹤0.01% 1164
2019
Q1 		$419K Buy
3,131
+701
+29% +$92.3K ﹤0.01% 1090
2018
Q4 		$283K Buy
2,430
+583
+32% +$73.3K ﹤0.01% 1199
2018
Q3 		$236K Buy
+1,847
New +$227K ﹤0.01% 1404
2017
Q4 		– Sell
-2,257
Closed -$250K – 1329
2017
Q3 		$250K Sell
2,257
-19
-0.8% -$2.14K ﹤0.01% 1086
2017
Q2 		$277K Sell
2,276
-19
-0.8% -$2.26K ﹤0.01% 1044
2017
Q1 		$286K Buy
2,295
+63
+3% +$7.45K ﹤0.01% 1087
2016
Q4 		$237K Buy
2,232
+169
+8% +$20K ﹤0.01% 1103
2016
Q3 		$254K Sell
2,063
-241
-10% -$30.5K ﹤0.01% 1052
2016
Q2 		$309K Sell
2,304
-105
-4% -$13.8K ﹤0.01% 966
2016
Q1 		$300K Sell
2,409
-5
-0.2% -$562 ﹤0.01% 950
2015
Q4 		$288K Sell
2,414
-10
-0.4% -$1.22K ﹤0.01% 883
2015
Q3 		$303K Sell
2,424
-550
-18% -$76.5K ﹤0.01% 791
2015
Q2 		$423K Buy
2,974
+446
+18% +$55.9K ﹤0.01% 733
2015
Q1 		$298K Sell
2,528
-86
-3% -$9.51K ﹤0.01% 892
2014
Q4 		$291K Buy
+2,614
New +$275K ﹤0.01% 885

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Universal Health Services (UHS) in Q3 2023, closing a stake of 1,307 shares — an estimated $206K sold.

JP Morgan Private Wealth Advisors first reported a position in UHS in Q4 2014 and held it in 26 quarters. The position peaked at $423K in Q2 2015. 439 funds tracked by Wall St. Rank hold UHS as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Universal Health Services position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,307 Universal Health Services shares in Q3 2023, an estimated $206K.
  • JP Morgan Private Wealth Advisors first reported a position in Universal Health Services in Q4 2014 and held it in 26 quarters.
  • JP Morgan Private Wealth Advisors's Universal Health Services position peaked at $423K in Q2 2015.
  • 439 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2023.

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