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
251
$2.94M 0.05%
54,423
+28,324
252
$2.93M 0.05%
47,469
+298
253
$2.93M 0.05%
46,833
+80
254
$2.9M 0.05%
126,527
-8,650
255
$2.85M 0.05%
15
-1
256
$2.77M 0.05%
31,475
-14,948
257
$2.68M 0.05%
38,164
-2,617
258
$2.67M 0.05%
174,467
+31,150
259
$2.64M 0.04%
26,165
+1,926
260
$2.59M 0.04%
105,335
261
$2.58M 0.04%
13,847
-29
262
$2.55M 0.04%
43,736
+3,342
263
$2.51M 0.04%
35,057
-2,764
264
$2.49M 0.04%
233,942
+193,019
265
$2.47M 0.04%
42,118
+2,389
266
$2.46M 0.04%
30,405
+973
267
$2.44M 0.04%
24,606
+12,595
268
$2.38M 0.04%
26,399
-1,882
269
$2.37M 0.04%
1,971
+260
270
$2.36M 0.04%
+65,220
271
$2.33M 0.04%
8,243
+1,002
272
$2.31M 0.04%
40,700
+16,744
273
$2.3M 0.04%
190,060
-31,895
274
$2.27M 0.04%
43,831
+3,149
275
$2.26M 0.04%
61,900
9 10
11
12 13