JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1451
$49K ﹤0.01%
17,230
-4,330
1452
$46K ﹤0.01%
19,030
1453
$40K ﹤0.01%
2,648
-1,645
1454
$40K ﹤0.01%
1,226
-256
1455
$32K ﹤0.01%
2,505
1456
$32K ﹤0.01%
+20,550
1457
$21K ﹤0.01%
1,333
-84
1458
$17K ﹤0.01%
11,530
-830
1459
$17K ﹤0.01%
+506
1460
$16K ﹤0.01%
1,063
1461
$14K ﹤0.01%
732
1462
$10K ﹤0.01%
3,900
1463
$9K ﹤0.01%
107
-76
1464
$8K ﹤0.01%
50
-20
1465
$7K ﹤0.01%
+333
1466
– –
-3,750
1467
– –
-30,404
1468
– –
-15,262
1469
– –
-265,174
1470
– –
-9,781
1471
– –
-3,244
1472
– –
-2,478
1473
– –
-3,800
1474
– –
-6,620
1475
– –
-432,970
57 58
59
60 61