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
951
$645K ﹤0.01%
25,687
-5,469
952
$644K ﹤0.01%
21,111
+4,082
953
$643K ﹤0.01%
13,879
-7,759
954
$642K ﹤0.01%
59,251
+1,857
955
$640K ﹤0.01%
8,764
-1,862
956
$638K ﹤0.01%
29,557
-14
957
$637K ﹤0.01%
15,774
-456
958
$634K ﹤0.01%
7,268
959
$633K ﹤0.01%
36,380
+475
960
$632K ﹤0.01%
5,391
+390
961
$630K ﹤0.01%
46,832
+9,391
962
$629K ﹤0.01%
4,599
-9
963
$625K ﹤0.01%
3,584
+990
964
$622K ﹤0.01%
43,929
965
$620K ﹤0.01%
5,730
+1,583
966
$619K ﹤0.01%
6,035
+3,308
967
$619K ﹤0.01%
41,450
968
$616K ﹤0.01%
6,037
+353
969
$615K ﹤0.01%
46,557
-10,982
970
$613K ﹤0.01%
16,535
+4,174
971
$613K ﹤0.01%
45,133
+803
972
$612K ﹤0.01%
5,559
+2,250
973
$610K ﹤0.01%
23,590
+3,500
974
$609K ﹤0.01%
13,528
+7,275
975
$608K ﹤0.01%
7,268
+121
37 38
39
40 41