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
151
$30.1M 0.14%
14,651
+9,538
152
$29.8M 0.14%
224,934
+25,810
153
$28.9M 0.13%
210,739
-16,702
154
$28.8M 0.13%
355,886
+21,383
155
$28.8M 0.13%
315,493
+15,987
156
$28.7M 0.13%
143,213
+30,591
157
$28.7M 0.13%
209,356
+27,432
158
$28.7M 0.13%
302,694
+9,442
159
$28.4M 0.13%
333,471
+398
160
$28.4M 0.13%
99,468
-3,940
161
$28.1M 0.13%
438,880
+40,626
162
$27.9M 0.13%
365,300
+29,732
163
$27.7M 0.13%
719,484
+40,422
164
$27.4M 0.12%
346,363
+4,782
165
$27.3M 0.12%
465,437
+86,220
166
$27M 0.12%
568,260
+26,336
167
$26.9M 0.12%
321,306
+18,162
168
$26.5M 0.12%
475,936
+124,541
169
$26.2M 0.12%
416,164
+195,937
170
$25.9M 0.12%
105,979
+14,010
171
$25.9M 0.12%
208,185
+3,768
172
$25.7M 0.12%
431,076
-2,508
173
$25.6M 0.12%
525,547
+18,595
174
$25.3M 0.12%
916,834
+267,880
175
$25.1M 0.11%
405,281
-25,724
5 6
7
8 9