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
476
$3.88M 0.02%
29,972
+257
477
$3.87M 0.02%
125,069
+7,491
478
$3.86M 0.02%
61,111
+12,226
479
$3.83M 0.02%
78,267
+3,566
480
$3.81M 0.02%
41,003
-46,864
481
$3.81M 0.02%
38,524
+13,150
482
$3.8M 0.02%
24,783
+8,939
483
$3.75M 0.02%
91,985
+3,611
484
$3.73M 0.02%
73,859
+1,813
485
$3.71M 0.02%
99,732
+2,769
486
$3.7M 0.02%
70,058
487
$3.69M 0.02%
40,018
+638
488
$3.69M 0.02%
123,965
+106,758
489
$3.68M 0.02%
72,438
-36,487
490
$3.67M 0.02%
40,995
+1,704
491
$3.67M 0.02%
112,889
-932
492
$3.66M 0.02%
50,765
+27,586
493
$3.65M 0.02%
108,737
+292
494
$3.63M 0.02%
93,774
+54,459
495
$3.6M 0.02%
+23,937
496
$3.59M 0.02%
34,131
-5,679
497
$3.57M 0.02%
80,377
+17,535
498
$3.57M 0.02%
29,048
-2,918
499
$3.53M 0.02%
66,656
-1,854
500
$3.52M 0.02%
23,114
+3,664
18 19
20
21 22