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
201
$19.4M 0.09%
427,923
+384,569
202
$19.2M 0.09%
202,435
-6,465
203
$19.1M 0.09%
654,375
+52,575
204
$19M 0.09%
229,237
+9,556
205
$18.8M 0.09%
394,306
+73,749
206
$18.5M 0.08%
632,588
+8,455
207
$18.5M 0.08%
199,546
+6,878
208
$18.5M 0.08%
173,670
-363
209
$18.4M 0.08%
452,620
+31,887
210
$18.3M 0.08%
314,887
+109,569
211
$18.3M 0.08%
189,098
+8,254
212
$18.3M 0.08%
573,098
+36,843
213
$18.2M 0.08%
109,421
-9,775
214
$18.1M 0.08%
296,321
+6,001
215
$17.9M 0.08%
247,305
-7,342
216
$17.9M 0.08%
138,831
+1,672
217
$17.7M 0.08%
810,733
-845,093
218
$17.6M 0.08%
30,114
+2,351
219
$17.5M 0.08%
54,147
+2,572
220
$17.5M 0.08%
463,492
+197,690
221
$17.4M 0.08%
69,432
+1,382
222
$17.3M 0.08%
107,193
+174
223
$17.3M 0.08%
102,877
+4,279
224
$17.3M 0.08%
245,328
+8,168
225
$17.2M 0.08%
163,009
+2,664
7 8
9
10 11