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
76
$76M 0.35%
385,647
+136,596
77
$75.8M 0.34%
202,038
-345
78
$73M 0.33%
982,856
-165,354
79
$72.3M 0.33%
508,704
+53,851
80
$71.5M 0.32%
1,291,288
+155,358
81
$70.8M 0.32%
1,103,592
+275,176
82
$70.8M 0.32%
844,661
+41,067
83
$70.6M 0.32%
592,209
+39,584
84
$70.2M 0.32%
1,148,933
+56,543
85
$69.2M 0.31%
784,109
+129,974
86
$68.3M 0.31%
463,068
+1,825
87
$66.6M 0.3%
11,321,720
+4,134,160
88
$66.2M 0.3%
348,729
-18,011
89
$65.5M 0.3%
1,218,652
+147,036
90
$65.1M 0.3%
1,098,461
+66,868
91
$64.1M 0.29%
180,933
+2,991
92
$63.6M 0.29%
693,639
+40,557
93
$62.7M 0.28%
394,908
+1,488
94
$61.8M 0.28%
773,674
+234,558
95
$61M 0.28%
284,622
-2,686
96
$60M 0.27%
375,789
+13,262
97
$60M 0.27%
1,072,257
+46,706
98
$59.3M 0.27%
994,293
+27,682
99
$59.2M 0.27%
299,713
+64,956
100
$59M 0.27%
460,090
+44,081
2 3
4
5 6