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
976
$603K ﹤0.01%
8,877
-1,305
977
$602K ﹤0.01%
26,366
+13
978
$598K ﹤0.01%
5,172
+81
979
$598K ﹤0.01%
11,362
+299
980
$598K ﹤0.01%
+44,736
981
$596K ﹤0.01%
15,793
-223
982
$594K ﹤0.01%
35,134
+8,974
983
$592K ﹤0.01%
11,300
-1,000
984
$590K ﹤0.01%
31,460
-600
985
$590K ﹤0.01%
11,572
+490
986
$590K ﹤0.01%
7,375
-365
987
$587K ﹤0.01%
21,680
+5,668
988
$582K ﹤0.01%
31,210
-30,226
989
$581K ﹤0.01%
8,935
-132
990
$579K ﹤0.01%
19,385
-4,271
991
$579K ﹤0.01%
23,800
-8,343
992
$578K ﹤0.01%
12,277
+5,018
993
$577K ﹤0.01%
1,315
-18
994
$577K ﹤0.01%
+17,667
995
$576K ﹤0.01%
13,170
-2,921
996
$575K ﹤0.01%
47,604
+220
997
$574K ﹤0.01%
14,418
+4,319
998
$573K ﹤0.01%
8,051
+420
999
$573K ﹤0.01%
3,517
+155
1000
$573K ﹤0.01%
45,522
-6,059
38 39
40
41 42