Number of Shares
192,487.00
Current Holdings Value*
$100.82 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-33.32 Mil
% of Total Estimate Gain
-15.05%

JPMorgan Large Cap Value Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, JPMORGAN TRUST II held 192,487.00 shares of UnitedHealth Group Inc(UNH), totaling $100.82 Mil. This investment constitutes 2.12% of their stock portfolio, and JPMORGAN TRUST II now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q2. And since then JPMorgan Large Cap Value Fund has made 5 purchases of UNH, at an average price of $473.10, for a total of 467,979.00 shares. In addition, there have been 4 sales at an average price of $478.32 for 275,492.00 shares. Based on historical transaction data and UNH's current price of $292.51, JPMorgan Large Cap Value Fund's estimated gain on his UNH holdings is $-33.32 Mil, reflecting a -15.05% gain to date.

JPMorgan Large Cap Value Fund UNH ($292.51) Holding Chart

JPMorgan Large Cap Value 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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