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
276
$12.6M 0.06%
149,834
-30,863
277
$12.5M 0.06%
617,048
+61,993
278
$12.5M 0.06%
65,218
+2,687
279
$12.5M 0.06%
773,788
+92,153
280
$12.4M 0.06%
107,632
+19,406
281
$12.3M 0.06%
224,025
+7,789
282
$12.2M 0.06%
362,797
+7,999
283
$12M 0.05%
83,391
+16,584
284
$12M 0.05%
68,127
+17,610
285
$11.9M 0.05%
121,422
-90,632
286
$11.9M 0.05%
363,055
-60,317
287
$11.8M 0.05%
+170,846
288
$11.8M 0.05%
55,328
+5,466
289
$11.7M 0.05%
291,489
-25,757
290
$11.7M 0.05%
243,066
-4,945
291
$11.6M 0.05%
209,324
-27,571
292
$11.5M 0.05%
213,835
+56,329
293
$11.3M 0.05%
58,257
+10,962
294
$11.1M 0.05%
47,413
+1,154
295
$10.8M 0.05%
73,754
+575
296
$10.7M 0.05%
181,464
-3,752
297
$10.7M 0.05%
52,646
+5,658
298
$10.6M 0.05%
218,838
+16,723
299
$10.3M 0.05%
183,257
+154,476
300
$10.3M 0.05%
802,200
+68,832
10 11
12
13 14