UnitedHealth shares owned by JPL Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 47k | 345.30 |
| 2025-06-30 | $14M | 44k | 311.97 |
| 2025-03-31 | $3.3M | 6.7k | 494.67 |
| 2024-12-31 | $22M | 43k | 505.86 |
| 2024-06-30 | $2.8M | 5.5k | 509.23 |
| 2024-03-31 | $2.4M | 4.8k | 494.71 |
| 2023-12-31 | $1.6M | 3.0k | 526.41 |