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
551
$2.7M 0.01%
42,380
-1,517
552
$2.7M 0.01%
44,144
+4,780
553
$2.67M 0.01%
94,480
-6,350
554
$2.67M 0.01%
13,193
-30
555
$2.66M 0.01%
21,079
+1,593
556
$2.65M 0.01%
18,265
+1,218
557
$2.64M 0.01%
31,144
-19,008
558
$2.64M 0.01%
40,814
-89
559
$2.63M 0.01%
33,848
-3,516
560
$2.63M 0.01%
85,100
561
$2.63M 0.01%
93,336
+570
562
$2.63M 0.01%
42,842
+1,904
563
$2.62M 0.01%
47,266
+7,370
564
$2.62M 0.01%
65,170
-2,007
565
$2.62M 0.01%
+40,690
566
$2.59M 0.01%
16,772
+200
567
$2.58M 0.01%
25,896
-21
568
$2.58M 0.01%
17,725
+398
569
$2.52M 0.01%
154,099
+40,378
570
$2.48M 0.01%
49,713
-6,544
571
$2.47M 0.01%
24,809
-55
572
$2.47M 0.01%
30,714
+842
573
$2.46M 0.01%
94,103
+1,080
574
$2.46M 0.01%
80,544
+40,330
575
$2.45M 0.01%
83,903
+22,693
21 22
23
24 25