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
1201
$327K ﹤0.01%
6,899
+844
1202
$327K ﹤0.01%
16,895
+7,183
1203
$324K ﹤0.01%
2,844
+733
1204
$324K ﹤0.01%
6,690
1205
$323K ﹤0.01%
2,668
+302
1206
$322K ﹤0.01%
2,978
-408
1207
$322K ﹤0.01%
+5,501
1208
$321K ﹤0.01%
3,541
-2
1209
$319K ﹤0.01%
+11,112
1210
$318K ﹤0.01%
17,025
+1,010
1211
$318K ﹤0.01%
+3,745
1212
$316K ﹤0.01%
6,534
1213
$316K ﹤0.01%
+7,249
1214
$315K ﹤0.01%
12,297
-2,564
1215
$315K ﹤0.01%
14,364
-241
1216
$315K ﹤0.01%
15,206
-1,470
1217
$314K ﹤0.01%
2,231
+384
1218
$314K ﹤0.01%
5,915
+95
1219
$313K ﹤0.01%
18,021
+739
1220
$310K ﹤0.01%
52,198
+32,474
1221
$310K ﹤0.01%
+21,200
1222
$310K ﹤0.01%
1,270
+189
1223
$309K ﹤0.01%
+8,214
1224
$309K ﹤0.01%
2,704
-86
1225
$309K ﹤0.01%
23,576
-20,789
47 48
49
50 51