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
1276
$274K ﹤0.01%
8,565
1277
$274K ﹤0.01%
1,357
-26
1278
$273K ﹤0.01%
3,241
1279
$273K ﹤0.01%
33,932
1280
$272K ﹤0.01%
18,296
-436
1281
$271K ﹤0.01%
3,162
-210
1282
$270K ﹤0.01%
+7,470
1283
$269K ﹤0.01%
4,716
1284
$269K ﹤0.01%
+7,675
1285
$269K ﹤0.01%
8,472
-738
1286
$268K ﹤0.01%
10,925
-924
1287
$265K ﹤0.01%
5,056
+616
1288
$265K ﹤0.01%
9,308
+103
1289
$264K ﹤0.01%
14,295
-2,845
1290
$263K ﹤0.01%
+1,996
1291
$263K ﹤0.01%
19,865
1292
$261K ﹤0.01%
18,388
+23
1293
$261K ﹤0.01%
+24,429
1294
$261K ﹤0.01%
7,031
+798
1295
$260K ﹤0.01%
6,591
+867
1296
$259K ﹤0.01%
11,250
+498
1297
$258K ﹤0.01%
+583
1298
$258K ﹤0.01%
5,006
-111
1299
$257K ﹤0.01%
23,507
-1,180
1300
$257K ﹤0.01%
18,030
+1,080
50 51
52
53 54