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
1176
$347K ﹤0.01%
8,253
-2,925
1177
$347K ﹤0.01%
3,711
+453
1178
$347K ﹤0.01%
11,338
+93
1179
$345K ﹤0.01%
8,650
+200
1180
$343K ﹤0.01%
15,238
-53,867
1181
$342K ﹤0.01%
2,478
+59
1182
$342K ﹤0.01%
7,974
-55
1183
$341K ﹤0.01%
1,769
-323
1184
$339K ﹤0.01%
4,763
+1,104
1185
$339K ﹤0.01%
14,273
-803
1186
$338K ﹤0.01%
4,676
-131
1187
$337K ﹤0.01%
7,016
1188
$337K ﹤0.01%
9,722
+3,793
1189
$336K ﹤0.01%
3,639
+136
1190
$336K ﹤0.01%
2,508
-723
1191
$335K ﹤0.01%
+13,077
1192
$335K ﹤0.01%
8,756
+642
1193
$333K ﹤0.01%
5,380
+68
1194
$333K ﹤0.01%
5,165
+1,186
1195
$332K ﹤0.01%
11,468
-128
1196
$332K ﹤0.01%
958
+162
1197
$332K ﹤0.01%
8,769
+326
1198
$331K ﹤0.01%
9,751
1199
$329K ﹤0.01%
4,102
+10
1200
$328K ﹤0.01%
4,726
46 47
48
49 50