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
726
$1.23M 0.01%
20,842
+4,747
727
$1.22M 0.01%
19,523
-9,132
728
$1.21M 0.01%
4,712
-119
729
$1.21M 0.01%
+44,942
730
$1.21M 0.01%
28,079
-945
731
$1.21M 0.01%
23,040
-3,588
732
$1.21M 0.01%
8,504
+214
733
$1.21M 0.01%
37,592
+25,180
734
$1.21M 0.01%
37,994
-466
735
$1.2M 0.01%
16,787
+1,904
736
$1.2M 0.01%
17,423
-4,546
737
$1.2M 0.01%
278,221
738
$1.2M 0.01%
27,383
-3,649
739
$1.19M 0.01%
28,083
+948
740
$1.19M 0.01%
65,781
-8,247
741
$1.19M 0.01%
48,568
+980
742
$1.18M 0.01%
9,065
+440
743
$1.18M 0.01%
+6,866
744
$1.18M 0.01%
24,972
+4
745
$1.18M 0.01%
18,515
+5,292
746
$1.17M 0.01%
44,930
+2,360
747
$1.17M 0.01%
18,226
+11,318
748
$1.16M 0.01%
9,511
+1,118
749
$1.16M 0.01%
3,084
-485
750
$1.16M 0.01%
17,455
+6,661
28 29
30
31 32