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
51
$108M 0.49%
2,621,080
+380,155
52
$106M 0.48%
778,752
+22,968
53
$104M 0.47%
671,240
+38,222
54
$103M 0.47%
632,032
+6,924
55
$102M 0.46%
1,459,864
-17,304
56
$100M 0.45%
1,653,080
+95,396
57
$97.4M 0.44%
905,743
+94,186
58
$94.4M 0.43%
1,073,466
+90,452
59
$93.9M 0.43%
314,556
+104,327
60
$93.5M 0.42%
2,083,162
+51,480
61
$93.2M 0.42%
286,908
+20,887
62
$92.5M 0.42%
912,861
+18,510
63
$92.3M 0.42%
401,768
+26,441
64
$90.6M 0.41%
1,872,048
+32,252
65
$89.4M 0.41%
787,950
+20,520
66
$88.4M 0.4%
836,878
+81,237
67
$86.9M 0.39%
725,020
+107,762
68
$86.8M 0.39%
980,487
+99,932
69
$86.5M 0.39%
1,111,893
+481,599
70
$86.3M 0.39%
2,923,973
+301,902
71
$85M 0.39%
978,297
+97,081
72
$84.5M 0.38%
6,587,031
+4,986,874
73
$81.9M 0.37%
2,661,317
+75,566
74
$80.4M 0.37%
671,554
+7,745
75
$79.2M 0.36%
732,231
+233,254
1 2
3
4 5