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
301
$10.3M 0.05%
35,632
+1,458
302
$10.2M 0.05%
344,138
+2,616
303
$10.2M 0.05%
107,303
-969
304
$10.2M 0.05%
151,538
+2,268
305
$9.99M 0.05%
394,325
+2,485
306
$9.99M 0.05%
155,583
-27,233
307
$9.94M 0.05%
35,624
+1,941
308
$9.93M 0.05%
32,871
+5,551
309
$9.91M 0.05%
61,338
+1,556
310
$9.86M 0.04%
237,578
-3,140
311
$9.68M 0.04%
198,427
+6,404
312
$9.65M 0.04%
527,545
+30,404
313
$9.63M 0.04%
330,860
-33,256
314
$9.4M 0.04%
124,238
+26,407
315
$9.32M 0.04%
222,225
-286
316
$9.31M 0.04%
90,421
+16,697
317
$9.26M 0.04%
156,967
-10,931
318
$9.22M 0.04%
127,104
+5,532
319
$9.2M 0.04%
66,868
+3,388
320
$9.15M 0.04%
59,387
+3,631
321
$8.81M 0.04%
29,759
+3,003
322
$8.8M 0.04%
174,928
-21,128
323
$8.77M 0.04%
191,684
-8,602
324
$8.76M 0.04%
273,460
+125,699
325
$8.72M 0.04%
106,293
+147
11 12
13
14 15