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
1376
$212K ﹤0.01%
7,300
-8,175
1377
$212K ﹤0.01%
7,326
-500
1378
$212K ﹤0.01%
17,151
-3,073
1379
$211K ﹤0.01%
26,593
+24
1380
$211K ﹤0.01%
+4,585
1381
$211K ﹤0.01%
+2,432
1382
$210K ﹤0.01%
+9,778
1383
$210K ﹤0.01%
3,800
1384
$210K ﹤0.01%
3,609
-837
1385
$210K ﹤0.01%
+6,635
1386
$210K ﹤0.01%
1,918
-718
1387
$208K ﹤0.01%
55,147
-5,192
1388
$208K ﹤0.01%
+2,488
1389
$208K ﹤0.01%
+4,433
1390
$208K ﹤0.01%
5,380
1391
$208K ﹤0.01%
1,867
-293
1392
$206K ﹤0.01%
4,094
-34,664
1393
$206K ﹤0.01%
2,030
-107
1394
$205K ﹤0.01%
+1,757
1395
$205K ﹤0.01%
+3,421
1396
$204K ﹤0.01%
+2,279
1397
$203K ﹤0.01%
5,262
-1,666
1398
$202K ﹤0.01%
+3,397
1399
$201K ﹤0.01%
3,044
-445
1400
$201K ﹤0.01%
+1,939
54 55
56
57 58