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UnitedHealth shares owned by JDM Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 26 526.46
2023-09-30 $13k 26 504.19
2023-06-30 $13k 26 480.65
2023-03-31 $12k 26 472.58
2022-12-31 $7.4k 14 530.21

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core Msci Eafe Etf Etf (IEFA)

View all positions for JDM Financial Group

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth