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
251
$14.7M 0.07%
286,970
-12,717
252
$14.7M 0.07%
252,391
+68,579
253
$14.6M 0.07%
353,405
-29,132
254
$14.5M 0.07%
196,388
-4,878
255
$14.4M 0.07%
203,835
+44,208
256
$14.3M 0.07%
227,670
-128
257
$14.2M 0.06%
150,043
+6,198
258
$14.2M 0.06%
52,015
+90
259
$14.2M 0.06%
43,906
-7,184
260
$14.1M 0.06%
53,249
-24,543
261
$14M 0.06%
238,213
+18,286
262
$13.9M 0.06%
71,389
+2,418
263
$13.6M 0.06%
196,817
+22,016
264
$13.6M 0.06%
89,681
+2,214
265
$13.4M 0.06%
74,976
+5,576
266
$13.4M 0.06%
90,446
+4,528
267
$13.2M 0.06%
118,879
-2,253
268
$12.9M 0.06%
106,569
+403
269
$12.8M 0.06%
103,987
-1,013
270
$12.8M 0.06%
199,056
+6,173
271
$12.7M 0.06%
101,405
+21,764
272
$12.7M 0.06%
194,936
+25,223
273
$12.7M 0.06%
84,346
-4,640
274
$12.6M 0.06%
166,938
+4,804
275
$12.6M 0.06%
112,336
+21,982
9 10
11
12 13