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
426
$4.9M 0.02%
169,206
+4,290
427
$4.89M 0.02%
215,276
+2,992
428
$4.87M 0.02%
58,223
-1,672
429
$4.87M 0.02%
28,726
+5,589
430
$4.82M 0.02%
41,381
+15,188
431
$4.8M 0.02%
94,242
+2,170
432
$4.76M 0.02%
81,046
+624
433
$4.72M 0.02%
15,906
-2,682
434
$4.72M 0.02%
26,253
-836
435
$4.71M 0.02%
155,521
-86,864
436
$4.7M 0.02%
50,040
+435
437
$4.67M 0.02%
157,911
-31,147
438
$4.65M 0.02%
33,640
-13,585
439
$4.63M 0.02%
26,717
+633
440
$4.63M 0.02%
72,640
+2,437
441
$4.58M 0.02%
5,780
+890
442
$4.54M 0.02%
62,703
+1,431
443
$4.54M 0.02%
75,668
-3,365
444
$4.53M 0.02%
162,285
+8,595
445
$4.49M 0.02%
28,338
+23,961
446
$4.47M 0.02%
33,522
+2,408
447
$4.47M 0.02%
51,031
+548
448
$4.41M 0.02%
83,586
-2,971
449
$4.38M 0.02%
46,538
+1,610
450
$4.36M 0.02%
28,306
+8,830
16 17
18
19 20