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
526
$3.12M 0.01%
168,121
+110,713
527
$3.11M 0.01%
131,957
+39,918
528
$3.07M 0.01%
50,517
+1,947
529
$3.06M 0.01%
34,207
-33,535
530
$3.05M 0.01%
74,619
+1,210
531
$3.04M 0.01%
27,059
-6,235
532
$3.03M 0.01%
85,932
-912
533
$3.01M 0.01%
65,003
+5,554
534
$2.98M 0.01%
43,963
+2,795
535
$2.96M 0.01%
+41,838
536
$2.95M 0.01%
149,110
+4,070
537
$2.92M 0.01%
50,154
-234
538
$2.91M 0.01%
158,061
-13,576
539
$2.9M 0.01%
3,628
540
$2.9M 0.01%
16,809
+2,269
541
$2.87M 0.01%
16,117
+1,093
542
$2.87M 0.01%
49,446
+1,151
543
$2.84M 0.01%
36,090
-5,231
544
$2.81M 0.01%
95,565
-15,633
545
$2.8M 0.01%
68,988
+2,117
546
$2.8M 0.01%
59,210
+6,881
547
$2.8M 0.01%
24,258
+3,454
548
$2.79M 0.01%
32,756
+1,527
549
$2.77M 0.01%
66,010
-725
550
$2.7M 0.01%
24,201
-425
20 21
22
23 24