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
101
$58.1M 0.26%
1,080,686
-93,599
102
$58M 0.26%
356,669
+47,896
103
$56.8M 0.26%
217,464
+4,224
104
$55M 0.25%
459,309
+20,458
105
$54.9M 0.25%
1,047,580
-45,702
106
$54.3M 0.25%
300,133
+4,932
107
$53.8M 0.24%
569,627
+492
108
$52.9M 0.24%
811,074
+149,092
109
$52.8M 0.24%
289,773
+6,550
110
$52.5M 0.24%
515,568
+19,272
111
$50.6M 0.23%
395,080
+14,392
112
$50.1M 0.23%
259,818
+14,849
113
$49.5M 0.22%
427,977
-22,447
114
$49.3M 0.22%
729,483
+88,757
115
$49M 0.22%
2,312,843
+254,226
116
$48.9M 0.22%
923,413
-85,239
117
$46.9M 0.21%
610,961
-6,352
118
$44.6M 0.2%
828,112
+82,565
119
$43.9M 0.2%
893,289
+113,672
120
$43.9M 0.2%
282,679
+5,768
121
$42.8M 0.19%
777,816
+52,158
122
$42.6M 0.19%
323,818
+1,875
123
$42.3M 0.19%
237,509
+16,410
124
$42.2M 0.19%
247,335
+31,914
125
$41.2M 0.19%
1,040,934
+131,181
3 4
5
6 7