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
926
$694K ﹤0.01%
6,331
+579
927
$694K ﹤0.01%
12,262
-6,059
928
$688K ﹤0.01%
9,907
+1,132
929
$687K ﹤0.01%
4,289
+1,336
930
$686K ﹤0.01%
40,950
-11,750
931
$686K ﹤0.01%
13,068
-2,117
932
$685K ﹤0.01%
13,830
+460
933
$684K ﹤0.01%
4,389
+457
934
$681K ﹤0.01%
16,188
935
$679K ﹤0.01%
11,599
+616
936
$679K ﹤0.01%
53,984
+353
937
$676K ﹤0.01%
32,083
-986
938
$673K ﹤0.01%
56,412
-47,390
939
$670K ﹤0.01%
12,244
-1,928
940
$669K ﹤0.01%
+10,550
941
$667K ﹤0.01%
+4,998
942
$659K ﹤0.01%
10,480
+1,374
943
$658K ﹤0.01%
2,483
+2
944
$656K ﹤0.01%
4,488
+485
945
$654K ﹤0.01%
14,534
-68
946
$654K ﹤0.01%
30,915
+14,225
947
$648K ﹤0.01%
+9,421
948
$646K ﹤0.01%
16,887
+3,905
949
$646K ﹤0.01%
12,399
+1,167
950
$645K ﹤0.01%
19,052
+378
36 37
38
39 40