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
1351
$227K ﹤0.01%
+2,399
1352
$225K ﹤0.01%
2,903
+50
1353
$225K ﹤0.01%
1,074
1354
$222K ﹤0.01%
11,772
+586
1355
$221K ﹤0.01%
16,316
-5,770
1356
$221K ﹤0.01%
+5,612
1357
$221K ﹤0.01%
+15,540
1358
$220K ﹤0.01%
41,593
1359
$220K ﹤0.01%
5,189
+4
1360
$219K ﹤0.01%
+6,568
1361
$219K ﹤0.01%
+1,157
1362
$219K ﹤0.01%
+1,700
1363
$218K ﹤0.01%
+4,500
1364
$217K ﹤0.01%
4,814
1365
$217K ﹤0.01%
+7,039
1366
$217K ﹤0.01%
+1,302
1367
$216K ﹤0.01%
18,214
-7,044
1368
$216K ﹤0.01%
3,791
-238
1369
$215K ﹤0.01%
2,512
-131
1370
$215K ﹤0.01%
+6,257
1371
$214K ﹤0.01%
+10,868
1372
$214K ﹤0.01%
+4,009
1373
$214K ﹤0.01%
+4,017
1374
$213K ﹤0.01%
+4,641
1375
$212K ﹤0.01%
+3,002
53 54
55
56 57