JMPWA

JP 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
226
$17.2M 0.08%
111,712
+2,072
227
$17M 0.08%
187,693
+15,998
228
$17M 0.08%
50
+2
229
$16.8M 0.08%
79,886
+3,667
230
$16.3M 0.07%
189,991
+15,175
231
$16.2M 0.07%
76,101
+36,239
232
$16.1M 0.07%
96,446
+5,263
233
$15.8M 0.07%
211,804
+8,779
234
$15.7M 0.07%
110,078
+39,557
235
$15.7M 0.07%
205,586
+3,290
236
$15.7M 0.07%
251,754
+44,988
237
$15.6M 0.07%
120,161
+3,078
238
$15.6M 0.07%
124,097
+19,808
239
$15.5M 0.07%
153,920
+34,745
240
$15.5M 0.07%
623,271
+145,430
241
$15.5M 0.07%
367,748
+9,624
242
$15.4M 0.07%
445,633
+32,279
243
$15.3M 0.07%
110,301
+29,641
244
$15.3M 0.07%
791,958
+24,015
245
$15.2M 0.07%
245,860
+3,869
246
$15M 0.07%
250,390
+2,350
247
$15M 0.07%
249,020
+9,764
248
$14.9M 0.07%
299,016
-29,895
249
$14.9M 0.07%
318,546
+8,926
250
$14.8M 0.07%
246,901
+6,390
8 9
10
11 12