JPMorgan Value Advantage Fund UNH Holdings History
JPMorgan Value Advantage Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, JPMorgan Trust I held 187,648.00 shares of UnitedHealth Group Inc(UNH), totaling $98.28 Mil. This investment constitutes 1.13% of their stock portfolio, and JPMorgan Trust I now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Value Advantage Fund has made 7 purchases of UNH, at an average price of $312.12, for a total of 739,801.00 shares. In addition, there have been 12 sales at an average price of $410.75 for 552,153.00 shares. Based on historical transaction data and UNH's current price of $292.51, JPMorgan Value Advantage Fund's estimated gain on his UNH holdings is $50.78 Mil, reflecting a 21.99% gain to date.
JPMorgan Value Advantage Fund UNH ($292.51) Holding Chart
JPMorgan Value Advantage Fund UNH ($292.51) 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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