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
1126
$402K ﹤0.01%
53,804
+8,539
1127
$400K ﹤0.01%
7,891
+139
1128
$400K ﹤0.01%
8,641
+1,487
1129
$396K ﹤0.01%
19,935
-840
1130
$396K ﹤0.01%
5,261
+2,260
1131
$395K ﹤0.01%
9,093
-1,666
1132
$394K ﹤0.01%
6,351
+629
1133
$393K ﹤0.01%
+23,096
1134
$393K ﹤0.01%
17,347
1135
$390K ﹤0.01%
24,574
+2,764
1136
$387K ﹤0.01%
4,312
+1,658
1137
$383K ﹤0.01%
5,886
+166
1138
$382K ﹤0.01%
3,153
+874
1139
$382K ﹤0.01%
13,715
+2,226
1140
$382K ﹤0.01%
+3,815
1141
$380K ﹤0.01%
50,002
+9,276
1142
$380K ﹤0.01%
3,889
+503
1143
$380K ﹤0.01%
10,360
+376
1144
$378K ﹤0.01%
7,248
-192
1145
$378K ﹤0.01%
+1,849
1146
$378K ﹤0.01%
8,276
-47
1147
$377K ﹤0.01%
4,696
-64
1148
$377K ﹤0.01%
15,623
+4,440
1149
$377K ﹤0.01%
15,000
1150
$376K ﹤0.01%
9,357
-1,000
44 45
46
47 48