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
126
$41.1M 0.19%
1,345,485
+46,837
127
$40.7M 0.18%
292,700
+21,330
128
$40.2M 0.18%
1,085,153
-11,568
129
$39.9M 0.18%
426,077
+36,171
130
$39.5M 0.18%
1,403,699
-37,384
131
$39.2M 0.18%
153,577
+5,569
132
$38.8M 0.18%
1,283,311
+61,259
133
$38.7M 0.18%
914,457
+21,139
134
$38.4M 0.17%
308,606
+11,356
135
$36.9M 0.17%
1,002,699
+600,079
136
$36.9M 0.17%
721,129
-38,939
137
$36.2M 0.16%
201,123
+4,454
138
$35.9M 0.16%
489,253
-15,381
139
$35.9M 0.16%
216,681
+31,510
140
$35.7M 0.16%
225,606
+33
141
$35.6M 0.16%
241,026
+18,145
142
$35.4M 0.16%
416,602
+3,337
143
$35.2M 0.16%
69,972
+13,375
144
$34.8M 0.16%
522,476
+24,948
145
$32.1M 0.15%
169,361
+2,072
146
$31.8M 0.14%
248,821
-22,831
147
$31.3M 0.14%
735,474
-35,942
148
$31M 0.14%
145,950
+41,886
149
$30.8M 0.14%
133,935
+32,660
150
$30.4M 0.14%
266,901
+10,411
4 5
6
7 8