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
651
$1.68M 0.01%
99,642
+14,958
652
$1.67M 0.01%
14,398
+6,153
653
$1.67M 0.01%
15,036
+8,064
654
$1.66M 0.01%
12,500
-306
655
$1.66M 0.01%
17,400
+451
656
$1.65M 0.01%
19,115
+2,998
657
$1.62M 0.01%
38,563
-8,446
658
$1.62M 0.01%
32,397
+686
659
$1.59M 0.01%
19,200
660
$1.57M 0.01%
7,603
+6,100
661
$1.57M 0.01%
20,820
+3,618
662
$1.56M 0.01%
118,493
-3,395
663
$1.56M 0.01%
22,480
-168
664
$1.55M 0.01%
77,193
-3,441
665
$1.55M 0.01%
69,905
-1,774
666
$1.54M 0.01%
91,693
-341
667
$1.53M 0.01%
127,870
+372
668
$1.53M 0.01%
57,125
+2,784
669
$1.52M 0.01%
22,134
+7,720
670
$1.52M 0.01%
29,406
+301
671
$1.5M 0.01%
20,680
+7,999
672
$1.5M 0.01%
161,275
673
$1.5M 0.01%
31,211
+3,032
674
$1.48M 0.01%
14,192
-4,081
675
$1.48M 0.01%
59,323
+1,000
25 26
27
28 29