Number of Shares
312,941.00
Current Holdings Value*
$163.90 Mil
% of Portfolio
2.72%
Total Estimate Gain
$-45.80 Mil
% of Total Estimate Gain
-30.41%

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

As of 2025-03-31, JPMorgan U.S. Value Fund held 312,941.00 shares of UnitedHealth Group Inc(UNH), totaling $163.90 Mil. This investment constitutes 2.72% of their stock portfolio, and JPMorgan U.S. Value Fund now holds 0.03% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then JPMorgan U.S. Value Fund has made 18 purchases of UNH, at an average price of $458.34, for a total of 328,641.00 shares. In addition, there have been 2 sales at an average price of $526.77 for 15,700.00 shares. Based on historical transaction data and UNH's current price of $308.55, JPMorgan U.S. Value Fund's estimated gain on his UNH holdings is $-45.80 Mil, reflecting a -30.41% gain to date.

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

JPMorgan U.S. 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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