JPL Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2010710 GREENWOOD VILLAGE, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,232,844

+$5,738,824 QoQ

Shares Held

39,056

+0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

6.83%

of 13F equity value

Holder Rank

#593

of 3,349 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

JPL Wealth Management, LLC holds $16,542,750 across 8 Healthcare Plans names. UNH ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	39,056	$16,232,844
2	CVS	CVS HEALTH Corp	1,291	$133,553
3	CI	Cigna Group	305	$84,082
4	ELV	Elevance Health, Inc.	98	$37,899
5	HUM	Humana Inc	66	$26,215
6	CNC	Centene Corp	305	$19,577
7	MOH	Molina Healthcare, Inc.	37	$8,461
8	ALHC	Alignment Healthcare, Inc.	5	$119

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,232,844	39,056	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$10,494,020	38,782	-14.0%	Shares	Sole	2026-05-08
2025-12-31	$14,884,659	45,090	-4.5%	Shares	Sole	2026-02-12
2025-09-30	$16,308,518	47,230	+7.6%	Shares	Sole	2025-11-14
2025-06-30	$13,695,171	43,899	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$23,057,046	44,023	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$21,912,337	43,317	+690.3%	Shares	Sole	2025-02-10
2024-06-30	$2,791,254	5,481	+13.3%	Shares	Sole	2024-08-01
2024-03-31	$2,393,853	4,839	+63.5%	Shares	Sole	2024-05-10
2023-12-31	$1,558,351	2,960	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.