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
376
$6.45M 0.03%
58,877
-4,834
377
$6.43M 0.03%
109,995
+4,602
378
$6.43M 0.03%
22,982
+78
379
$6.35M 0.03%
63,024
-21,779
380
$6.32M 0.03%
56,981
-1,261
381
$6.31M 0.03%
41,658
+2,976
382
$6.3M 0.03%
228,712
-4,112
383
$6.27M 0.03%
97,561
-3,998
384
$6.24M 0.03%
55,982
+3,352
385
$6.18M 0.03%
242,607
+29,428
386
$6.13M 0.03%
29,770
+3,879
387
$6.12M 0.03%
121,980
+11,799
388
$6.02M 0.03%
77,142
-1,854
389
$5.99M 0.03%
163,751
-10,033
390
$5.93M 0.03%
345,697
-27,514
391
$5.89M 0.03%
196,691
+1
392
$5.88M 0.03%
39,250
+29,661
393
$5.87M 0.03%
82,200
+5,270
394
$5.81M 0.03%
81,313
+196
395
$5.8M 0.03%
91,580
+289
396
$5.79M 0.03%
97,559
+84,496
397
$5.7M 0.03%
60,840
+8,729
398
$5.67M 0.03%
36,588
+4,666
399
$5.65M 0.03%
87,041
-2,694
400
$5.61M 0.03%
50,623
-1,764
14 15
16
17 18