JPMPWA

J.P. 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
$5.92B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$16.7M
3
+$9.09M
4
GILD icon
Gilead Sciences
GILD
+$7.34M
5
CLB icon
Core Laboratories
CLB
+$7.33M

Top Sells

1
+$23.3M
2
+$8.9M
3
+$6.18M
4
CUT icon
Invesco MSCI Global Timber ETF
CUT
+$5.91M
5
DEO icon
Diageo
DEO
+$5.51M

Sector Composition

1 Technology 12.38%
2 Healthcare 11.49%
3 Financials 11.08%
4 Energy 10.55%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 2.66%
1,433,027
+38,761
2
$152M 2.56%
6,522,252
-142,504
3
$150M 2.54%
1,150,754
+24,891
4
$107M 1.81%
1,066,113
+11,864
5
$102M 1.71%
1,291,607
-3,781
6
$96.6M 1.63%
766,858
+15,704
7
$83.9M 1.42%
828,645
+68,679
8
$83M 1.4%
698,627
+54,161
9
$81.2M 1.37%
+2,809,151
10
$76.8M 1.3%
392,502
-7,440
11
$75.4M 1.27%
772,091
+11,564
12
$74M 1.25%
628,637
+28,736
13
$73.7M 1.24%
824,803
+10,097
14
$69.5M 1.17%
956,597
+28,594
15
$69.1M 1.17%
1,314,010
+33,847
16
$67.8M 1.14%
391,298
+3,670
17
$67.1M 1.13%
861,144
-45,970
18
$66.6M 1.12%
2,363,886
+66,768
19
$65.1M 1.1%
1,129,454
-38,025
20
$63.8M 1.08%
805,096
+13,429
21
$60.5M 1.02%
505,161
+5,942
22
$59.5M 1%
1,427,426
+17,963
23
$57.3M 0.97%
547,379
+8,238
24
$56.5M 0.95%
1,314,657
-3,647
25
$54.7M 0.92%
463,869
+22,261
1
2 3 4 5