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
401
$5.57M 0.03%
26,751
+3,729
402
$5.5M 0.03%
152,348
+439
403
$5.46M 0.02%
140,739
+1,865
404
$5.43M 0.02%
291,318
+35,002
405
$5.26M 0.02%
85,591
+16,665
406
$5.25M 0.02%
27,445
-9,285
407
$5.24M 0.02%
88,406
+5,077
408
$5.24M 0.02%
15,221
-1,368
409
$5.23M 0.02%
82,737
+708
410
$5.23M 0.02%
83,671
+824
411
$5.21M 0.02%
54,318
-1,239
412
$5.2M 0.02%
264,241
-10,221
413
$5.2M 0.02%
68,825
+21,342
414
$5.13M 0.02%
60,536
+2,781
415
$5.1M 0.02%
10,487
-15
416
$5.1M 0.02%
42,903
+1,416
417
$5.06M 0.02%
40,141
-2,330
418
$5.03M 0.02%
99,357
+1,665
419
$4.99M 0.02%
93,531
+17,066
420
$4.98M 0.02%
30,899
+6,685
421
$4.98M 0.02%
115,428
+4,472
422
$4.97M 0.02%
51,887
+500
423
$4.93M 0.02%
13,128
+996
424
$4.91M 0.02%
36,637
+1,073
425
$4.91M 0.02%
69,678
+5,000
15 16
17
18 19