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
26
$162M 0.74%
1,300,847
+57,394
27
$155M 0.7%
1,061,603
-12,048
28
$149M 0.68%
2,235,980
+109,680
29
$148M 0.67%
704,395
+9,301
30
$146M 0.66%
644,898
+3,873
31
$145M 0.66%
1,629,478
+11,742
32
$141M 0.64%
1,524,100
+83,527
33
$141M 0.64%
3,785,502
+133,877
34
$138M 0.63%
3,104,818
+76,506
35
$136M 0.62%
1,445,092
+51,523
36
$135M 0.61%
1,999,988
-5,452
37
$134M 0.61%
4,246,580
+147,760
38
$132M 0.6%
450,642
-35,548
39
$128M 0.58%
436,326
+19,170
40
$127M 0.58%
719,110
+58,408
41
$127M 0.58%
385,857
+12,418
42
$126M 0.57%
521,921
+29,677
43
$125M 0.57%
1,902,704
+77,892
44
$121M 0.55%
370,002
+36,584
45
$120M 0.55%
3,413,600
+237,070
46
$119M 0.54%
1,370,747
+28,340
47
$113M 0.51%
289,349
+27,835
48
$109M 0.5%
1,782,621
+118,671
49
$109M 0.5%
851,580
+44,185
50
$108M 0.49%
2,408,909
+63,981
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