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
$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
226
$14.9M 0.08%
420,733
+79,054
227
$14.9M 0.08%
203,025
+135,787
228
$14.9M 0.08%
402,620
-418,660
229
$14.7M 0.08%
413,354
+230,445
230
$14.5M 0.08%
239,256
-26,906
231
$14.5M 0.08%
290,320
-52,028
232
$14.3M 0.07%
202,296
+24,250
233
$14.2M 0.07%
240,511
-100,117
234
$14.2M 0.07%
68,050
+6,223
235
$14.1M 0.07%
241,991
-1,842
236
$14M 0.07%
767,943
+134,955
237
$14M 0.07%
358,124
-30,064
238
$13.9M 0.07%
117,083
-6,935
239
$13.9M 0.07%
174,816
+14,557
240
$13.8M 0.07%
51,575
-53,940
241
$13.8M 0.07%
248,040
-5,988
242
$13.5M 0.07%
328,911
+4,077
243
$13.4M 0.07%
180,697
-6,929
244
$13.4M 0.07%
423,372
-14,168
245
$13.4M 0.07%
201,266
-14,332
246
$13.2M 0.07%
88,986
+2,121
247
$13M 0.07%
182,816
+326
248
$12.9M 0.07%
143,845
+15,324
249
$12.8M 0.07%
105,000
+1,382
250
$12.7M 0.07%
51,925
+1,322
8 9
10
11 12