Number of Shares
128,915.00
Current Holdings Value*
$67.52 Mil
% of Portfolio
2.36%
Total Estimate Gain
$11.35 Mil
% of Total Estimate Gain
11.99%

JPMorgan U.S. Large Cap Core Plus Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, JPMorgan Trust I held 128,915.00 shares of UnitedHealth Group Inc(UNH), totaling $67.52 Mil. This investment constitutes 2.36% of their stock portfolio, and JPMorgan Trust I now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Large Cap Core Plus Fund has made 7 purchases of UNH, at an average price of $293.25, for a total of 322,732.00 shares. In addition, there have been 13 sales at an average price of $344.58 for 193,817.00 shares. Based on historical transaction data and UNH's current price of $304.10, JPMorgan U.S. Large Cap Core Plus Fund's estimated gain on his UNH holdings is $11.35 Mil, reflecting a 11.99% gain to date.

JPMorgan U.S. Large Cap Core Plus Fund UNH ($304.10) Holding Chart

JPMorgan U.S. Large Cap Core Plus Fund UNH ($304.10) 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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