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
801
$979K ﹤0.01%
27,882
-173
802
$978K ﹤0.01%
21,939
+1,422
803
$973K ﹤0.01%
141,383
+2,229
804
$973K ﹤0.01%
10,937
+297
805
$972K ﹤0.01%
7,727
-792
806
$965K ﹤0.01%
13,362
+215
807
$963K ﹤0.01%
31,345
+1,028
808
$961K ﹤0.01%
23,778
+1,546
809
$960K ﹤0.01%
1,715
+235
810
$950K ﹤0.01%
14,361
-105
811
$949K ﹤0.01%
45,799
-5,391
812
$943K ﹤0.01%
34,989
+393
813
$942K ﹤0.01%
25,702
-1,678
814
$941K ﹤0.01%
17,431
+1,517
815
$941K ﹤0.01%
12,758
-1,212
816
$940K ﹤0.01%
16,703
+3,564
817
$936K ﹤0.01%
30,926
-246
818
$936K ﹤0.01%
67,209
-16,876
819
$936K ﹤0.01%
6,429
820
$935K ﹤0.01%
65,866
-53,305
821
$933K ﹤0.01%
13,958
+1,231
822
$933K ﹤0.01%
36,815
823
$932K ﹤0.01%
23,973
-919
824
$930K ﹤0.01%
17,228
+3,600
825
$929K ﹤0.01%
16,503
-618
31 32
33
34 35