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
676
$1.47M 0.01%
32,496
+7,716
677
$1.47M 0.01%
30,476
+4,104
678
$1.45M 0.01%
10,337
+424
679
$1.45M 0.01%
55,200
680
$1.45M 0.01%
45,455
-214
681
$1.44M 0.01%
17,779
+898
682
$1.44M 0.01%
24,330
+4,665
683
$1.44M 0.01%
3,506
-3,833
684
$1.43M 0.01%
44,325
-3,313
685
$1.43M 0.01%
137,012
-6,480
686
$1.42M 0.01%
13,511
+798
687
$1.41M 0.01%
+50,595
688
$1.41M 0.01%
100,066
+37,530
689
$1.4M 0.01%
29,342
+10,141
690
$1.4M 0.01%
18,670
+4,319
691
$1.39M 0.01%
250,610
-7,005
692
$1.39M 0.01%
46,430
+389
693
$1.39M 0.01%
6,530
-270
694
$1.38M 0.01%
12,605
+185
695
$1.37M 0.01%
38,056
+13,092
696
$1.37M 0.01%
44,717
-84
697
$1.35M 0.01%
20,697
-681
698
$1.34M 0.01%
32,844
+271
699
$1.34M 0.01%
46,600
+10,600
700
$1.34M 0.01%
18,443
+165
26 27
28
29 30