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
1426
$137K ﹤0.01%
148,998
-4,100
1427
$135K ﹤0.01%
613
-31
1428
$131K ﹤0.01%
14,664
-284
1429
$131K ﹤0.01%
21,400
1430
$129K ﹤0.01%
12,292
-50
1431
$126K ﹤0.01%
11,578
-487
1432
$125K ﹤0.01%
12,350
1433
$118K ﹤0.01%
10,471
-59
1434
$118K ﹤0.01%
12,037
+540
1435
$111K ﹤0.01%
17,572
-211
1436
$106K ﹤0.01%
+16,575
1437
$106K ﹤0.01%
+20,414
1438
$97K ﹤0.01%
+10,781
1439
$95K ﹤0.01%
25,531
-26,549
1440
$94K ﹤0.01%
15,850
1441
$94K ﹤0.01%
+22,579
1442
$80K ﹤0.01%
+50,000
1443
$78K ﹤0.01%
24,101
1444
$77K ﹤0.01%
298
+91
1445
$70K ﹤0.01%
3,703
-1,930
1446
$68K ﹤0.01%
25,490
1447
$62K ﹤0.01%
11,336
+570
1448
$58K ﹤0.01%
+10,000
1449
$58K ﹤0.01%
+40,834
1450
$57K ﹤0.01%
10,666
-5,000
56 57
58
59 60