Number of Shares
7,408.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
1.47%
Total Estimate Gain
$862,137.35
% of Total Estimate Gain
13.16%

JPMorgan Equity Focus Fund's UnitedHealth Group Inc Holding Summary

As of 2023-06-30, JPMorgan Trust I held 7,408.00 shares of UnitedHealth Group Inc(UNH), totaling $3.56 Mil. This investment constitutes 1.47% of their stock portfolio, and JPMorgan Trust I now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then JPMorgan Equity Focus Fund has made 6 purchases of UNH, at an average price of $309.96, for a total of 21,138.00 shares. In addition, there have been 8 sales at an average price of $387.49 for 13,730.00 shares. Based on historical transaction data and UNH's current price of $282.65, JPMorgan Equity Focus Fund's estimated gain on his UNH holdings is $862,137.35, reflecting a 13.16% gain to date.

JPMorgan Equity Focus Fund UNH ($282.65) Holding Chart

JPMorgan Equity Focus Fund UNH ($282.65) 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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