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
576
$2.44M 0.01%
103,417
+13,291
577
$2.44M 0.01%
43,992
+17,790
578
$2.44M 0.01%
43,434
+4,024
579
$2.44M 0.01%
63,470
-2,253
580
$2.44M 0.01%
120,026
+5,180
581
$2.43M 0.01%
43,222
+559
582
$2.38M 0.01%
95,904
+8,853
583
$2.37M 0.01%
62,904
-370
584
$2.36M 0.01%
30,228
-23,854
585
$2.35M 0.01%
17,219
-293
586
$2.31M 0.01%
287,710
+13,678
587
$2.29M 0.01%
53,201
-215
588
$2.29M 0.01%
9,809
+3,142
589
$2.28M 0.01%
54,419
+42,020
590
$2.28M 0.01%
34,884
+1,296
591
$2.27M 0.01%
45,186
-16,944
592
$2.25M 0.01%
37,217
+23,030
593
$2.24M 0.01%
71,171
-1,083
594
$2.23M 0.01%
28,481
+399
595
$2.22M 0.01%
+123,857
596
$2.21M 0.01%
36,321
+856
597
$2.21M 0.01%
21,531
+3,104
598
$2.2M 0.01%
25,901
+1,151
599
$2.2M 0.01%
38,111
+529
600
$2.19M 0.01%
16,319
+1,953
22 23
24
25 26