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
876
$811K ﹤0.01%
39,603
-2,231
877
$809K ﹤0.01%
25,971
+14,784
878
$805K ﹤0.01%
30,504
+1,677
879
$804K ﹤0.01%
10,258
+2,178
880
$802K ﹤0.01%
8,184
-69
881
$798K ﹤0.01%
3,870
-432
882
$794K ﹤0.01%
2,346
+981
883
$791K ﹤0.01%
8,981
-9,539
884
$783K ﹤0.01%
39,051
+9,036
885
$782K ﹤0.01%
7,320
-1,507
886
$781K ﹤0.01%
2,820
+818
887
$780K ﹤0.01%
16,745
+240
888
$780K ﹤0.01%
4,841
+521
889
$779K ﹤0.01%
+12,352
890
$775K ﹤0.01%
16,501
+800
891
$770K ﹤0.01%
43,437
+970
892
$770K ﹤0.01%
12,916
893
$770K ﹤0.01%
46,579
-2,326
894
$761K ﹤0.01%
53,116
-9,643
895
$758K ﹤0.01%
9,564
-3,635
896
$754K ﹤0.01%
18,778
-309
897
$752K ﹤0.01%
+10,620
898
$744K ﹤0.01%
5,918
+176
899
$744K ﹤0.01%
5,493
+221
900
$743K ﹤0.01%
3,097
+187
34 35
36
37 38