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
1151
$373K ﹤0.01%
21,545
+345
1152
$373K ﹤0.01%
+9,254
1153
$369K ﹤0.01%
5,410
-3,000
1154
$368K ﹤0.01%
31,513
+1,053
1155
$368K ﹤0.01%
27,613
-9,037
1156
$366K ﹤0.01%
8,236
+243
1157
$365K ﹤0.01%
13,360
-2,645
1158
$364K ﹤0.01%
4,079
+450
1159
$362K ﹤0.01%
9,369
+693
1160
$362K ﹤0.01%
3,749
+1,044
1161
$361K ﹤0.01%
2,579
+177
1162
$361K ﹤0.01%
+4,621
1163
$361K ﹤0.01%
7,097
+1,645
1164
$358K ﹤0.01%
+20,238
1165
$358K ﹤0.01%
13,484
-534
1166
$357K ﹤0.01%
1,070
1167
$355K ﹤0.01%
4,545
+55
1168
$355K ﹤0.01%
1,661
-675
1169
$354K ﹤0.01%
10,862
+1,493
1170
$352K ﹤0.01%
20,905
+405
1171
$351K ﹤0.01%
115,243
1172
$351K ﹤0.01%
7,742
-615
1173
$349K ﹤0.01%
23,758
+2,086
1174
$349K ﹤0.01%
4,916
-365
1175
$349K ﹤0.01%
+6,477
45 46
47
48 49