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
1051
$502K ﹤0.01%
44,261
-2,328
1052
$501K ﹤0.01%
18,295
+2,099
1053
$500K ﹤0.01%
3,592
-80
1054
$500K ﹤0.01%
14,309
+2,857
1055
$500K ﹤0.01%
13,638
+2,093
1056
$499K ﹤0.01%
6,720
-496
1057
$497K ﹤0.01%
1,693
+204
1058
$497K ﹤0.01%
11,561
-29,512
1059
$494K ﹤0.01%
5,109
+613
1060
$492K ﹤0.01%
16,866
-373
1061
$491K ﹤0.01%
19,067
+2,365
1062
$489K ﹤0.01%
16,621
-6,432
1063
$488K ﹤0.01%
9,630
+365
1064
$487K ﹤0.01%
10,880
-346
1065
$485K ﹤0.01%
6,311
+396
1066
$485K ﹤0.01%
17,998
-1,939
1067
$480K ﹤0.01%
8,988
-243
1068
$479K ﹤0.01%
20,523
-324
1069
$475K ﹤0.01%
22,245
+2,390
1070
$475K ﹤0.01%
4,747
1071
$474K ﹤0.01%
1,264
-363
1072
$474K ﹤0.01%
5,212
+1,127
1073
$470K ﹤0.01%
9,404
+1,201
1074
$469K ﹤0.01%
6,562
+409
1075
$466K ﹤0.01%
27,958
+3,862
41 42
43
44 45