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
$19.2B
AUM Growth
+$938M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$30.3M
3
+$29.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.7M
5
MSFT icon
Microsoft
MSFT
+$27.1M

Top Sells

1
+$30.9M
2
+$30.3M
3
+$30.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.4M
5
OEF icon
iShares S&P 100 ETF
OEF
+$22.2M

Sector Composition

1 Technology 13.93%
2 Financials 9.13%
3 Healthcare 8.58%
4 Industrials 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$840M 4.38%
2,831,460
-95,638
2
$571M 2.98%
10,200,036
+146,364
3
$464M 2.42%
3,334,993
+195,246
4
$430M 2.24%
1,575,649
+108,590
5
$343M 1.79%
1,149,904
+95,998
6
$291M 1.51%
1,766,680
+10,503
7
$280M 1.46%
1,852,614
+29,554
8
$261M 1.36%
3,006,520
+196,520
9
$241M 1.26%
2,051,801
+71,787
10
$232M 1.21%
1,337,479
+948
11
$229M 1.19%
1,431,520
+111,593
12
$218M 1.14%
1,155,028
+10,122
13
$205M 1.07%
1,594,924
+25,865
14
$203M 1.06%
1,179,471
+100,716
15
$197M 1.03%
3,225,520
+209,180
16
$195M 1.02%
1,647,299
+37,787
17
$194M 1.01%
2,978,130
-17,514
18
$186M 0.97%
1,554,593
-80,742
19
$179M 0.93%
3,631,188
+200,942
20
$176M 0.92%
1,351,711
+78,517
21
$176M 0.92%
4,277,292
-48,182
22
$168M 0.87%
723,639
+59,873
23
$161M 0.84%
1,174,035
+50,499
24
$155M 0.81%
1,243,453
+7,313
25
$144M 0.75%
2,785,359
+27,101
1
2 3 4 5