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
176
$24.8M 0.11%
125,052
-6,389
177
$24.6M 0.11%
684,153
+69,334
178
$24.2M 0.11%
162,635
+26,306
179
$24M 0.11%
241,147
+17,599
180
$23.7M 0.11%
114,943
+2,694
181
$23.7M 0.11%
376,294
+70,390
182
$23.6M 0.11%
422,712
+12,686
183
$23.4M 0.11%
589,461
+73,730
184
$23.4M 0.11%
192,210
+7,238
185
$23.4M 0.11%
394,035
+8,748
186
$23M 0.1%
147,241
+13,114
187
$22.9M 0.1%
784,430
-31,140
188
$22.8M 0.1%
188,984
+8,999
189
$22.6M 0.1%
193,326
+10,111
190
$22M 0.1%
83,041
+602
191
$21.8M 0.1%
267,214
+15,787
192
$21.4M 0.1%
116,455
-5,510
193
$20.9M 0.09%
321,042
-29,392
194
$20.7M 0.09%
98,649
-2,819
195
$20.6M 0.09%
217,753
+70,116
196
$20.6M 0.09%
488,693
-13,274
197
$20.1M 0.09%
91,614
-5,854
198
$19.9M 0.09%
289,187
-10,543
199
$19.7M 0.09%
133,047
-40,060
200
$19.6M 0.09%
229,652
+5,596
6 7
8
9 10