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
1226
$308K ﹤0.01%
2,064
+171
1227
$308K ﹤0.01%
21,250
1228
$307K ﹤0.01%
41,458
+16,890
1229
$307K ﹤0.01%
6,646
+1,921
1230
$306K ﹤0.01%
6,244
-771
1231
$306K ﹤0.01%
807
+68
1232
$306K ﹤0.01%
2,848
+293
1233
$305K ﹤0.01%
15,592
+2,360
1234
$305K ﹤0.01%
11,782
+3,248
1235
$304K ﹤0.01%
+5,680
1236
$304K ﹤0.01%
3,171
-47
1237
$303K ﹤0.01%
14,800
1238
$303K ﹤0.01%
1,907
-125
1239
$301K ﹤0.01%
7,311
-84
1240
$301K ﹤0.01%
3,970
1241
$301K ﹤0.01%
6,615
-400
1242
$299K ﹤0.01%
+7,854
1243
$299K ﹤0.01%
2,139
-248
1244
$299K ﹤0.01%
14,312
-6,350
1245
$298K ﹤0.01%
18,350
+3,708
1246
$295K ﹤0.01%
18,599
-673
1247
$295K ﹤0.01%
+2,665
1248
$295K ﹤0.01%
8,379
-18,098
1249
$294K ﹤0.01%
+4,823
1250
$294K ﹤0.01%
2,517
+92
48 49
50
51 52