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
351
$7.56M 0.03%
26,767
+9,879
352
$7.51M 0.03%
52,587
-11,613
353
$7.51M 0.03%
45,647
+12,830
354
$7.48M 0.03%
57,036
-2,345
355
$7.32M 0.03%
181,989
-68,353
356
$7.19M 0.03%
127,053
+24,917
357
$7.01M 0.03%
132,282
+1,204
358
$6.98M 0.03%
289,473
+3,621
359
$6.94M 0.03%
112,918
-5,764
360
$6.9M 0.03%
96,178
+4,653
361
$6.83M 0.03%
148,861
+23,849
362
$6.77M 0.03%
84,945
+7,392
363
$6.76M 0.03%
128,130
+9,298
364
$6.75M 0.03%
60,286
+4,857
365
$6.73M 0.03%
88,274
+1,299
366
$6.71M 0.03%
80,027
+1,395
367
$6.67M 0.03%
154,610
+13,780
368
$6.67M 0.03%
82,972
-3,483
369
$6.63M 0.03%
26,199
-17,250
370
$6.61M 0.03%
58,640
+2,752
371
$6.56M 0.03%
35,910
+11,623
372
$6.53M 0.03%
47,360
+197
373
$6.5M 0.03%
25,195
+3,730
374
$6.47M 0.03%
319,478
+21,586
375
$6.45M 0.03%
99,811
+8,949
13 14
15
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