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
1001
$573K ﹤0.01%
32,938
-2,574
1002
$570K ﹤0.01%
3,620
+441
1003
$568K ﹤0.01%
101,858
-40,178
1004
$565K ﹤0.01%
24,043
-1,644
1005
$565K ﹤0.01%
7,600
+590
1006
$565K ﹤0.01%
34,500
+6,000
1007
$564K ﹤0.01%
5,922
+2,974
1008
$564K ﹤0.01%
11,598
-5,558
1009
$563K ﹤0.01%
15,459
+1,490
1010
$562K ﹤0.01%
7,494
+3,669
1011
$559K ﹤0.01%
10,993
+6,614
1012
$559K ﹤0.01%
9,340
-624
1013
$558K ﹤0.01%
3,874
-1,400
1014
$555K ﹤0.01%
8,062
-1,309
1015
$554K ﹤0.01%
24,477
+431
1016
$548K ﹤0.01%
24,750
1017
$546K ﹤0.01%
51,446
+1,362
1018
$546K ﹤0.01%
65,200
1019
$545K ﹤0.01%
5,179
-185
1020
$541K ﹤0.01%
15,579
+101
1021
$540K ﹤0.01%
4,101
-150
1022
$538K ﹤0.01%
6,946
+1,572
1023
$538K ﹤0.01%
7,455
+697
1024
$537K ﹤0.01%
42,272
-2,224
1025
$537K ﹤0.01%
27,506
39 40
41
42 43