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
1301
$257K ﹤0.01%
6,109
1302
$256K ﹤0.01%
1,718
-400
1303
$256K ﹤0.01%
10,019
+576
1304
$256K ﹤0.01%
+3,960
1305
$256K ﹤0.01%
2,825
+208
1306
$255K ﹤0.01%
+4,661
1307
$254K ﹤0.01%
5,588
+46
1308
$253K ﹤0.01%
2,824
+65
1309
$253K ﹤0.01%
+6,374
1310
$252K ﹤0.01%
+4,526
1311
$252K ﹤0.01%
4,477
-287
1312
$252K ﹤0.01%
16,161
-15,503
1313
$251K ﹤0.01%
37,400
+11,519
1314
$251K ﹤0.01%
16,823
-13,405
1315
$250K ﹤0.01%
6,649
-3,040
1316
$250K ﹤0.01%
9,812
+36
1317
$248K ﹤0.01%
5,360
-9,525
1318
$247K ﹤0.01%
762
-135
1319
$246K ﹤0.01%
1,167
+251
1320
$246K ﹤0.01%
22,211
+811
1321
$246K ﹤0.01%
+5,550
1322
$243K ﹤0.01%
12,192
-406
1323
$243K ﹤0.01%
1,987
-734
1324
$241K ﹤0.01%
17,000
1325
$241K ﹤0.01%
3,138
+187
51 52
53
54 55