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
901
$742K ﹤0.01%
27,581
+8
902
$741K ﹤0.01%
13,731
-2,283
903
$739K ﹤0.01%
8,740
+1,026
904
$735K ﹤0.01%
29,097
+8,701
905
$732K ﹤0.01%
28,690
+10,830
906
$730K ﹤0.01%
48,440
+1,760
907
$729K ﹤0.01%
12,503
+131
908
$729K ﹤0.01%
12,061
-5,782
909
$729K ﹤0.01%
46,262
-34,521
910
$728K ﹤0.01%
4,183
+153
911
$727K ﹤0.01%
9,780
-96
912
$720K ﹤0.01%
20,528
+2,555
913
$720K ﹤0.01%
2,872
-37
914
$719K ﹤0.01%
23,007
-877
915
$715K ﹤0.01%
3,415
+113
916
$714K ﹤0.01%
1,342
+120
917
$711K ﹤0.01%
36,682
+15,604
918
$711K ﹤0.01%
48,147
-303
919
$709K ﹤0.01%
3,615
-171
920
$705K ﹤0.01%
10,422
+1,449
921
$705K ﹤0.01%
9,482
+528
922
$704K ﹤0.01%
9,365
+50
923
$704K ﹤0.01%
11,045
-691
924
$698K ﹤0.01%
2,897
+317
925
$696K ﹤0.01%
20,327
-3,078
35 36
37
38 39