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
1076
$463K ﹤0.01%
12,758
-5,462
1077
$462K ﹤0.01%
14,746
+2,005
1078
$462K ﹤0.01%
14,172
-342
1079
$462K ﹤0.01%
14,107
-20,241
1080
$461K ﹤0.01%
5,772
+2,208
1081
$460K ﹤0.01%
+5,525
1082
$459K ﹤0.01%
10,717
+1,538
1083
$457K ﹤0.01%
18,521
+9,306
1084
$456K ﹤0.01%
7,018
-67
1085
$456K ﹤0.01%
2,148
+81
1086
$456K ﹤0.01%
4,827
-502
1087
$453K ﹤0.01%
1,224
+105
1088
$453K ﹤0.01%
3,704
+1,298
1089
$453K ﹤0.01%
9,815
-1,905
1090
$453K ﹤0.01%
22,408
-21,920
1091
$447K ﹤0.01%
9,358
+1,927
1092
$445K ﹤0.01%
697
+303
1093
$445K ﹤0.01%
7,392
-4,205
1094
$445K ﹤0.01%
25,019
+6,923
1095
$443K ﹤0.01%
6,248
+258
1096
$440K ﹤0.01%
6,756
+951
1097
$439K ﹤0.01%
+16,522
1098
$439K ﹤0.01%
7,148
+256
1099
$438K ﹤0.01%
19,735
+286
1100
$436K ﹤0.01%
9,662
+66
42 43
44
45 46