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
451
$4.34M 0.02%
91,357
+832
452
$4.29M 0.02%
3,845
-6
453
$4.29M 0.02%
450,793
-13,143
454
$4.28M 0.02%
115,012
+80,870
455
$4.28M 0.02%
32,187
+1,652
456
$4.26M 0.02%
230,584
+1,412
457
$4.24M 0.02%
104,102
-1,176
458
$4.24M 0.02%
163,125
-42,001
459
$4.21M 0.02%
+188,591
460
$4.2M 0.02%
28,690
+10,130
461
$4.2M 0.02%
74,173
-6,201
462
$4.18M 0.02%
32,861
-5,082
463
$4.14M 0.02%
239,284
+58,862
464
$4.12M 0.02%
82,180
+1,391
465
$4.09M 0.02%
70,376
+18,612
466
$4.07M 0.02%
+127,432
467
$4.07M 0.02%
70,803
-492
468
$4.05M 0.02%
42,880
+3,586
469
$3.93M 0.02%
27,932
+1,142
470
$3.93M 0.02%
67,116
-338
471
$3.92M 0.02%
48,370
-2,887
472
$3.92M 0.02%
72,675
+49
473
$3.89M 0.02%
45,231
+117
474
$3.89M 0.02%
52,462
-461
475
$3.89M 0.02%
93,619
-670
17 18
19
20 21