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
626
$1.91M 0.01%
43,566
+24,810
627
$1.9M 0.01%
15,389
+1,106
628
$1.9M 0.01%
35,285
+5,602
629
$1.88M 0.01%
34,793
-3,386
630
$1.83M 0.01%
15,884
-969
631
$1.83M 0.01%
89,155
+18,318
632
$1.82M 0.01%
24,881
+40
633
$1.82M 0.01%
18,509
-1,542
634
$1.78M 0.01%
16,776
+811
635
$1.78M 0.01%
59,342
+2,747
636
$1.77M 0.01%
20,555
-356
637
$1.77M 0.01%
97,654
+7,919
638
$1.76M 0.01%
53,990
+306
639
$1.75M 0.01%
27,275
+626
640
$1.74M 0.01%
102,066
+12,300
641
$1.72M 0.01%
53,528
+2,199
642
$1.71M 0.01%
29,400
+275
643
$1.71M 0.01%
36,073
-41,078
644
$1.7M 0.01%
28,567
-5,997
645
$1.69M 0.01%
36,081
-12,481
646
$1.69M 0.01%
26,801
+6,853
647
$1.69M 0.01%
95,316
+7,389
648
$1.68M 0.01%
15,375
+930
649
$1.68M 0.01%
21,163
+3,920
650
$1.68M 0.01%
52,081
-231
24 25
26
27 28