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
326
$8.66M 0.04%
102,111
+2,215
327
$8.66M 0.04%
191,953
+12,691
328
$8.55M 0.04%
122,358
+6,757
329
$8.52M 0.04%
359,213
+81,003
330
$8.51M 0.04%
124,781
-1,129
331
$8.44M 0.04%
143,886
-4,030
332
$8.37M 0.04%
31,207
+2,067
333
$8.32M 0.04%
35,892
+24,234
334
$8.28M 0.04%
54,771
-24,667
335
$8.28M 0.04%
162,385
+16,560
336
$8.26M 0.04%
207,427
+1,634
337
$8.17M 0.04%
103,343
-4,497
338
$8.11M 0.04%
89,633
+4,619
339
$7.82M 0.04%
435,004
+424,348
340
$7.82M 0.04%
196,660
+21,170
341
$7.79M 0.04%
39,361
+396
342
$7.74M 0.04%
+257,699
343
$7.73M 0.04%
81,264
+7,375
344
$7.67M 0.03%
82,405
+4,887
345
$7.67M 0.03%
51,956
-1,885
346
$7.63M 0.03%
45,174
347
$7.61M 0.03%
77,808
+61,275
348
$7.59M 0.03%
28,994
+1,847
349
$7.59M 0.03%
185,523
+92,460
350
$7.59M 0.03%
132,717
+8,119
12 13
14
15 16