JPMPWA

J.P. Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$57M
3
+$37.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$37.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36.1M

Top Sells

1
+$19.4M
2
+$18.4M
3
+$12.3M
4
CG icon
Carlyle Group
CG
+$11.1M
5
UNH icon
UnitedHealth
UNH
+$10.5M

Sector Composition

1 Technology 14.83%
2 Financials 9.57%
3 Healthcare 8.91%
4 Industrials 6.11%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$947M 4.3%
2,943,713
+112,253
2
$806M 3.66%
10,976,356
+776,320
3
$556M 2.52%
3,524,235
+189,242
4
$503M 2.29%
1,701,349
+125,700
5
$385M 1.75%
1,191,985
+42,081
6
$309M 1.4%
2,218,073
+166,272
7
$308M 1.4%
1,857,180
+4,566
8
$307M 1.39%
1,718,529
-48,151
9
$301M 1.37%
3,259,740
+253,220
10
$259M 1.18%
1,471,133
+39,613
11
$257M 1.17%
1,207,801
+52,773
12
$257M 1.17%
1,365,881
+186,410
13
$252M 1.14%
3,763,440
+537,920
14
$250M 1.14%
1,326,894
-10,585
15
$230M 1.04%
1,591,114
+239,403
16
$229M 1.04%
1,675,267
+80,343
17
$216M 0.98%
3,105,847
+127,717
18
$204M 0.93%
1,692,683
+45,384
19
$201M 0.91%
1,611,418
+56,825
20
$195M 0.89%
4,434,847
+157,555
21
$181M 0.82%
3,769,009
+137,821
22
$176M 0.8%
2,939,358
+153,999
23
$172M 0.78%
840,397
+47,000
24
$164M 0.75%
753,004
+29,365
25
$164M 0.74%
1,196,813
+22,778
1
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