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
1026
$534K ﹤0.01%
1,457
-394
1027
$534K ﹤0.01%
12,120
+54
1028
$534K ﹤0.01%
12,634
1029
$527K ﹤0.01%
48,000
+20,600
1030
$526K ﹤0.01%
12,998
-42
1031
$523K ﹤0.01%
11,803
+242
1032
$522K ﹤0.01%
12,164
-94
1033
$520K ﹤0.01%
16,624
+3,660
1034
$519K ﹤0.01%
44,712
+2,144
1035
$519K ﹤0.01%
+172,351
1036
$517K ﹤0.01%
30,208
1037
$516K ﹤0.01%
110,649
-8,760
1038
$515K ﹤0.01%
24,191
-200
1039
$513K ﹤0.01%
5,044
-153
1040
$512K ﹤0.01%
12,604
1041
$511K ﹤0.01%
30,118
-6,978
1042
$509K ﹤0.01%
3,441
+231
1043
$509K ﹤0.01%
14,200
+2,759
1044
$508K ﹤0.01%
+13,347
1045
$508K ﹤0.01%
10,426
+2,276
1046
$508K ﹤0.01%
24,061
-51,934
1047
$505K ﹤0.01%
10,000
1048
$504K ﹤0.01%
2,944
+290
1049
$504K ﹤0.01%
12,024
+38
1050
$503K ﹤0.01%
15,032
-4,371
40 41
42
43 44