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
751
$1.16M 0.01%
85,320
+14,040
752
$1.16M 0.01%
53,064
753
$1.16M 0.01%
14,727
-110
754
$1.15M 0.01%
348,394
+2,600
755
$1.15M 0.01%
46,148
+24,148
756
$1.15M 0.01%
6,950
+827
757
$1.15M 0.01%
26,279
+227
758
$1.14M 0.01%
28,450
+4,490
759
$1.14M 0.01%
60,360
+116
760
$1.14M 0.01%
40,145
-33,220
761
$1.14M 0.01%
8,980
+487
762
$1.13M 0.01%
6,720
+2
763
$1.13M 0.01%
35,344
764
$1.12M 0.01%
17,145
-85
765
$1.12M 0.01%
938
+10
766
$1.11M 0.01%
+29,620
767
$1.1M 0.01%
18,437
+11,931
768
$1.1M 0.01%
28,382
+503
769
$1.09M 0.01%
12,078
-125
770
$1.09M 0.01%
12,446
-6,323
771
$1.09M ﹤0.01%
19,220
+370
772
$1.09M ﹤0.01%
10,140
+24
773
$1.08M ﹤0.01%
27,443
774
$1.07M ﹤0.01%
49,484
-3,158
775
$1.07M ﹤0.01%
50,508
-3,216
29 30
31
32 33