Number of Shares
7,255.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
5.27%

JPMorgan U.S. Applied Data Science Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, JPMorgan U.S. Applied Data Science Value Fund held 7,255.00 shares of UnitedHealth Group Inc(UNH), totaling $3.80 Mil. This investment constitutes 2.31% of their stock portfolio, and JPMorgan U.S. Applied Data Science Value Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Applied Data Science Value Fund has made 3 purchases of UNH, at an average price of $296.34, for a total of 68,893.00 shares. In addition, there have been 14 sales at an average price of $312.36 for 61,638.00 shares. Based on historical transaction data and UNH's current price of $308.55, JPMorgan U.S. Applied Data Science Value Fund's estimated gain on his UNH holdings is $1.08 Mil, reflecting a 5.27% gain to date.

JPMorgan U.S. Applied Data Science Value Fund UNH ($308.55) Holding Chart

JPMorgan U.S. Applied Data Science Value Fund UNH ($308.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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