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
501
$3.52M 0.02%
33,353
+1,953
502
$3.52M 0.02%
51,274
+44,268
503
$3.49M 0.02%
72,635
+59,280
504
$3.48M 0.02%
41,038
+1,564
505
$3.46M 0.02%
107,204
+41,777
506
$3.45M 0.02%
72,025
-17,605
507
$3.44M 0.02%
36,565
-525
508
$3.41M 0.02%
112,258
+98
509
$3.4M 0.02%
89,255
-3,138
510
$3.37M 0.02%
107,606
+2,939
511
$3.36M 0.02%
226,150
-45,992
512
$3.35M 0.02%
11,120
+2,359
513
$3.33M 0.02%
16,278
-306
514
$3.33M 0.02%
62,117
+3,304
515
$3.32M 0.02%
44,383
-26,488
516
$3.31M 0.02%
31,155
+1,668
517
$3.29M 0.01%
113,372
-54,781
518
$3.28M 0.01%
59,241
-13,442
519
$3.27M 0.01%
255,294
+14,808
520
$3.25M 0.01%
60,397
-4,398
521
$3.2M 0.01%
94,767
+36,758
522
$3.17M 0.01%
38,709
+1,279
523
$3.16M 0.01%
47,347
+323
524
$3.15M 0.01%
489,556
+76,680
525
$3.14M 0.01%
178,051
+49,514
19 20
21
22 23