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
701
$1.33M 0.01%
1,168
+91
702
$1.33M 0.01%
35,492
+3,471
703
$1.32M 0.01%
21,512
-388
704
$1.32M 0.01%
18,829
+1,627
705
$1.32M 0.01%
11,598
-20
706
$1.32M 0.01%
51,584
+135
707
$1.32M 0.01%
194,634
+91,069
708
$1.3M 0.01%
8,551
+1,340
709
$1.3M 0.01%
83,375
-72,138
710
$1.29M 0.01%
23,901
-1,063
711
$1.29M 0.01%
12,111
-371
712
$1.28M 0.01%
31,718
+1,355
713
$1.27M 0.01%
13,581
-620
714
$1.27M 0.01%
57,487
-11,909
715
$1.26M 0.01%
5,776
-2,848
716
$1.26M 0.01%
9,819
+1,246
717
$1.26M 0.01%
17,339
-8,304
718
$1.26M 0.01%
35,006
+3,048
719
$1.26M 0.01%
5,297
-675
720
$1.26M 0.01%
8,744
-14,667
721
$1.25M 0.01%
9,687
+6,554
722
$1.25M 0.01%
41,268
+7,970
723
$1.25M 0.01%
49,735
-278,486
724
$1.24M 0.01%
41,621
-10,422
725
$1.23M 0.01%
35,982
-3,028
27 28
29
30 31