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
1251
$294K ﹤0.01%
16,919
-4,633
1252
$293K ﹤0.01%
512
-416
1253
$292K ﹤0.01%
3,661
-613
1254
$291K ﹤0.01%
6,108
+621
1255
$290K ﹤0.01%
3,745
+206
1256
$289K ﹤0.01%
10,420
-94
1257
$289K ﹤0.01%
+2,532
1258
$288K ﹤0.01%
25,886
+963
1259
$287K ﹤0.01%
957
+40
1260
$286K ﹤0.01%
2,854
+410
1261
$286K ﹤0.01%
+1,759
1262
$284K ﹤0.01%
+3,752
1263
$283K ﹤0.01%
8,598
+560
1264
$283K ﹤0.01%
3,700
1265
$282K ﹤0.01%
13,684
+366
1266
$282K ﹤0.01%
2,830
+37
1267
$281K ﹤0.01%
8,105
-300
1268
$280K ﹤0.01%
12,571
+1,247
1269
$280K ﹤0.01%
+3,012
1270
$280K ﹤0.01%
1,950
-6
1271
$278K ﹤0.01%
+5,478
1272
$277K ﹤0.01%
8,328
+504
1273
$277K ﹤0.01%
7,675
+1
1274
$275K ﹤0.01%
3,630
+34
1275
$275K ﹤0.01%
6,500
49 50
51
52 53