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
1326
$241K ﹤0.01%
+3,500
1327
$241K ﹤0.01%
2,486
-43
1328
$240K ﹤0.01%
15,015
+3,986
1329
$240K ﹤0.01%
6,288
+36
1330
$240K ﹤0.01%
+13,161
1331
$240K ﹤0.01%
8,508
+200
1332
$239K ﹤0.01%
2,760
+294
1333
$239K ﹤0.01%
3,472
1334
$238K ﹤0.01%
3,603
1335
$238K ﹤0.01%
+2,716
1336
$237K ﹤0.01%
552
+50
1337
$237K ﹤0.01%
+7,070
1338
$235K ﹤0.01%
+2,880
1339
$235K ﹤0.01%
12,830
+677
1340
$234K ﹤0.01%
2,801
+193
1341
$234K ﹤0.01%
3,820
-100
1342
$234K ﹤0.01%
+3,670
1343
$234K ﹤0.01%
6,450
1344
$232K ﹤0.01%
+4,712
1345
$231K ﹤0.01%
8,564
1346
$230K ﹤0.01%
2,000
1347
$230K ﹤0.01%
11,567
1348
$229K ﹤0.01%
1,583
+15
1349
$228K ﹤0.01%
+24,395
1350
$227K ﹤0.01%
7,325
+149
52 53
54
55 56