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
776
$1.07M ﹤0.01%
22,829
-78
777
$1.06M ﹤0.01%
20,341
+434
778
$1.06M ﹤0.01%
17,098
+667
779
$1.05M ﹤0.01%
66,535
+15,050
780
$1.05M ﹤0.01%
19,682
+1,083
781
$1.04M ﹤0.01%
17,430
+1,020
782
$1.04M ﹤0.01%
6,962
+4,626
783
$1.04M ﹤0.01%
11,893
+858
784
$1.03M ﹤0.01%
39,513
-2,709
785
$1.03M ﹤0.01%
5,289
-3,485
786
$1.02M ﹤0.01%
27,690
+438
787
$1.02M ﹤0.01%
24,353
+197
788
$1.02M ﹤0.01%
21,872
-202
789
$1.02M ﹤0.01%
14,802
-267
790
$1.02M ﹤0.01%
26,829
+5,433
791
$1.01M ﹤0.01%
19,068
+384
792
$1.01M ﹤0.01%
75,301
+25,668
793
$1.01M ﹤0.01%
26,569
+122
794
$997K ﹤0.01%
18,537
+4,538
795
$993K ﹤0.01%
48,613
-6,935
796
$987K ﹤0.01%
6,232
+70
797
$987K ﹤0.01%
939,907
798
$984K ﹤0.01%
2,028
-531
799
$983K ﹤0.01%
+32,670
800
$982K ﹤0.01%
55,190
-116,388
30 31
32
33 34