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JP Morgan Private Wealth Advisors’s United Therapeutics UTHR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$288K Buy
1,275
+73
+6% +$16.8K ﹤0.01% 1498
2023
Q2 		$265K Sell
1,202
-1,627
-58% -$360K ﹤0.01% 1286
2023
Q1 		$634K Sell
2,829
-110
-4% -$27.1K ﹤0.01% 1367
2022
Q4 		$817K Sell
2,939
-228
-7% -$57.6K ﹤0.01% 1247
2022
Q3 		$663K Sell
3,167
-12
-0.4% -$2.68K ﹤0.01% 1336
2022
Q2 		$749K Sell
3,179
-337
-10% -$68.5K ﹤0.01% 1279
2022
Q1 		$631K Buy
3,516
+271
+8% +$51.6K ﹤0.01% 1426
2021
Q4 		$701K Buy
3,245
+1,823
+128% +$358K ﹤0.01% 1408
2021
Q3 		$262K Buy
1,422
+134
+10% +$26.4K ﹤0.01% 1752
2021
Q2 		$231K Sell
1,288
-532
-29% -$101K ﹤0.01% 1786
2021
Q1 		$304K Sell
1,820
-12
-0.7% -$2K ﹤0.01% 1525
2020
Q4 		$278K Buy
+1,832
New +$240K ﹤0.01% 1534
2020
Q3 		– Sell
-2,151
Closed -$260K – 1627
2020
Q2 		$260K Sell
2,151
-452
-17% -$50.9K ﹤0.01% 1365
2020
Q1 		$247K Buy
+2,603
New +$247K ﹤0.01% 1206
2017
Q1 		– Sell
-1,651
Closed -$236K – 1368
2016
Q4 		$236K Buy
+1,651
New +$211K ﹤0.01% 1105

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its United Therapeutics (UTHR) stake by 6.1% in Q3 2023, buying an estimated $16.8K and bringing the position to 1,275 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

JP Morgan Private Wealth Advisors first reported a position in UTHR in Q4 2016 and has held it in 15 quarters since. The position peaked at $817K in Q4 2022. 508 funds tracked by Wall St. Rank hold UTHR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,275 shares of United Therapeutics worth $288K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 73 United Therapeutics shares in Q3 2023, an estimated $16.8K.
  • United Therapeutics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1498 holding.
  • JP Morgan Private Wealth Advisors first reported a position in United Therapeutics in Q4 2016 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's United Therapeutics position peaked at $817K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2023.

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