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
1501
– –
-12,316
1502
– –
-14,781
1503
– –
-2,061
1504
– –
-2,560
1505
– –
-11,599
1506
– –
-1,672
1507
– –
-50,000
1508
– –
-380
1509
– –
-8,051
1510
– –
-28,866
1511
– –
-4,228
1512
– –
-2,899
1513
– –
-12,484
1514
– –
-5,656
1515
– –
-10,000
1516
– –
-12,166
1517
– –
-483
1518
– –
-93,175
1519
– –
-12,465
1520
– –
-1,250
1521
– –
-36,431
1522
– –
-3,865
1523
– –
-33,420
1524
– –
-10,698
1525
– –
-12,805
58 59 60
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