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
1401
$201K ﹤0.01%
+5,150
1402
$201K ﹤0.01%
+1,756
1403
$200K ﹤0.01%
+3,736
1404
$200K ﹤0.01%
+3,652
1405
$196K ﹤0.01%
12,077
-740
1406
$193K ﹤0.01%
15,313
-18,452
1407
$192K ﹤0.01%
12,451
1408
$191K ﹤0.01%
13,925
-33,896
1409
$189K ﹤0.01%
+11,430
1410
$189K ﹤0.01%
20,000
1411
$187K ﹤0.01%
16,290
+3,000
1412
$184K ﹤0.01%
15,000
1413
$183K ﹤0.01%
13,579
+19
1414
$182K ﹤0.01%
+12,695
1415
$181K ﹤0.01%
10,540
+17
1416
$180K ﹤0.01%
12,976
1417
$179K ﹤0.01%
33,000
1418
$170K ﹤0.01%
10,714
-1
1419
$166K ﹤0.01%
21,705
+6,480
1420
$162K ﹤0.01%
16,335
1421
$160K ﹤0.01%
+11,610
1422
$156K ﹤0.01%
20,106
1423
$154K ﹤0.01%
+10,339
1424
$145K ﹤0.01%
1,049
-37
1425
$143K ﹤0.01%
13,201
55 56
57
58 59