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
1101
$436K ﹤0.01%
6,264
+1,003
1102
$435K ﹤0.01%
19,658
+80
1103
$435K ﹤0.01%
70,894
-924
1104
$433K ﹤0.01%
7,417
+163
1105
$430K ﹤0.01%
19,724
-4,064
1106
$430K ﹤0.01%
5,690
-557
1107
$429K ﹤0.01%
10,302
+1,604
1108
$428K ﹤0.01%
62,347
-3,933
1109
$427K ﹤0.01%
10,047
+1,614
1110
$427K ﹤0.01%
25,966
+75
1111
$425K ﹤0.01%
17,585
+6,859
1112
$424K ﹤0.01%
55,000
+9,000
1113
$421K ﹤0.01%
7,685
+247
1114
$420K ﹤0.01%
+21,043
1115
$417K ﹤0.01%
4,952
+300
1116
$416K ﹤0.01%
+6,338
1117
$413K ﹤0.01%
15,408
-137,965
1118
$410K ﹤0.01%
7,896
-4,364
1119
$410K ﹤0.01%
5,626
1120
$408K ﹤0.01%
3,120
+449
1121
$405K ﹤0.01%
7,088
+295
1122
$404K ﹤0.01%
+14,529
1123
$404K ﹤0.01%
9,568
-15,256
1124
$403K ﹤0.01%
4,868
+282
1125
$403K ﹤0.01%
9,048
-3,777
43 44
45
46 47