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
601
$2.19M 0.01%
158,095
602
$2.16M 0.01%
26,491
-20,835
603
$2.12M 0.01%
12,761
+241
604
$2.11M 0.01%
57,744
-499
605
$2.1M 0.01%
19,241
-14,151
606
$2.1M 0.01%
+72,377
607
$2.09M 0.01%
53,499
-85,923
608
$2.08M 0.01%
13,947
+2,005
609
$2.08M 0.01%
81,494
-24,466
610
$2.07M 0.01%
+63,874
611
$2.07M 0.01%
57,774
+7,081
612
$2.07M 0.01%
23,980
+825
613
$2.05M 0.01%
12,476
-8,932
614
$2.04M 0.01%
39,259
-201
615
$2.04M 0.01%
78,353
-21,719
616
$2.04M 0.01%
113,668
+29,121
617
$2.03M 0.01%
69,173
+22,987
618
$1.99M 0.01%
82,570
+1,259
619
$1.99M 0.01%
41,394
+1,312
620
$1.97M 0.01%
33,664
-1,190
621
$1.94M 0.01%
208,638
-1,044
622
$1.92M 0.01%
62,573
-11,345
623
$1.92M 0.01%
25,507
+9,430
624
$1.92M 0.01%
14,384
-19,936
625
$1.91M 0.01%
22,437
+5,594
23 24
25
26 27