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
$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
226
$3.88M 0.07%
55,956
+12,315
227
$3.81M 0.06%
47,355
-6,172
228
$3.79M 0.06%
85,901
+552
229
$3.74M 0.06%
53,753
+3,118
230
$3.74M 0.06%
48,433
-2,047
231
$3.71M 0.06%
33,930
+1,772
232
$3.63M 0.06%
101,548
-8,360
233
$3.6M 0.06%
98,564
-7,310
234
$3.56M 0.06%
37,999
+32,484
235
$3.54M 0.06%
64,263
-4,625
236
$3.52M 0.06%
48,451
-17,278
237
$3.45M 0.06%
46,441
+225
238
$3.45M 0.06%
41,893
-520
239
$3.38M 0.06%
50,495
+6,330
240
$3.37M 0.06%
16,411
+1,552
241
$3.35M 0.06%
+36,160
242
$3.34M 0.06%
25,168
-1,640
243
$3.32M 0.06%
14,943
+1,928
244
$3.26M 0.06%
48,014
+2,957
245
$3.22M 0.05%
85,120
-35,295
246
$3.18M 0.05%
77,334
+53,600
247
$3.06M 0.05%
33,207
-3
248
$3.01M 0.05%
25,906
+1,493
249
$2.95M 0.05%
17,581
+5,888
250
$2.95M 0.05%
78,435
+663
8 9
10
11 12