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
826
$924K ﹤0.01%
12,057
+7,564
827
$923K ﹤0.01%
21,810
828
$919K ﹤0.01%
25,734
+639
829
$917K ﹤0.01%
69,868
-11,507
830
$917K ﹤0.01%
19,504
+2,386
831
$915K ﹤0.01%
5,757
-125
832
$908K ﹤0.01%
8,447
+593
833
$908K ﹤0.01%
7,664
+933
834
$900K ﹤0.01%
19,553
+952
835
$899K ﹤0.01%
26,356
836
$897K ﹤0.01%
20,651
+1,875
837
$896K ﹤0.01%
16,387
+2,293
838
$894K ﹤0.01%
5,268
+1,083
839
$894K ﹤0.01%
225,432
+182,300
840
$886K ﹤0.01%
10,346
+1,038
841
$886K ﹤0.01%
45,674
-1,472
842
$886K ﹤0.01%
49,712
-16,940
843
$885K ﹤0.01%
17,771
844
$885K ﹤0.01%
6,001
845
$884K ﹤0.01%
36,263
+1,340
846
$882K ﹤0.01%
18,044
+1,169
847
$882K ﹤0.01%
10,827
+384
848
$881K ﹤0.01%
11,992
-5,404
849
$879K ﹤0.01%
24,612
-141
850
$873K ﹤0.01%
57,877
-12,090
32 33
34
35 36