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
851
$872K ﹤0.01%
28,147
-239
852
$869K ﹤0.01%
13,589
+692
853
$865K ﹤0.01%
7,788
-930
854
$864K ﹤0.01%
29,146
-4,298
855
$862K ﹤0.01%
12,061
+82
856
$861K ﹤0.01%
+9,079
857
$861K ﹤0.01%
32,164
+10,235
858
$860K ﹤0.01%
7,115
+149
859
$857K ﹤0.01%
8,200
-1,933
860
$857K ﹤0.01%
45,262
+928
861
$856K ﹤0.01%
72,845
+26,360
862
$850K ﹤0.01%
14,157
+112
863
$849K ﹤0.01%
13,091
+6,818
864
$848K ﹤0.01%
9,165
-668
865
$840K ﹤0.01%
5,769
+229
866
$830K ﹤0.01%
48,826
+17,029
867
$829K ﹤0.01%
20,388
-100
868
$827K ﹤0.01%
30,237
+10,085
869
$826K ﹤0.01%
42,707
+417
870
$823K ﹤0.01%
41,372
-4,024
871
$822K ﹤0.01%
72,748
+4,400
872
$821K ﹤0.01%
10,323
+127
873
$818K ﹤0.01%
13,275
-4,389
874
$816K ﹤0.01%
10,722
+2,416
875
$813K ﹤0.01%
19,928
-10,362
33 34
35
36 37