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
251
$12.6M 0.07%
104,289
-47,314
252
$12.4M 0.06%
121,132
+5,394
253
$12.4M 0.06%
68,971
+8,353
254
$12.3M 0.06%
147,637
+37,017
255
$12.3M 0.06%
159,627
+9,863
256
$12.2M 0.06%
49,862
+7,572
257
$12.2M 0.06%
219,927
+4,357
258
$12.1M 0.06%
320,557
+18,654
259
$12M 0.06%
162,134
+8,200
260
$11.8M 0.06%
206,766
-402
261
$11.7M 0.06%
85,918
+1,635
262
$11.6M 0.06%
477,841
+114,122
263
$11.6M 0.06%
79,438
-3,862
264
$11.4M 0.06%
91,183
+9,835
265
$11.3M 0.06%
73,179
+898
266
$11.3M 0.06%
69,400
+9,516
267
$11.2M 0.06%
248,011
-19,117
268
$11.1M 0.06%
432,970
+110,924
269
$11M 0.06%
119,175
+44,037
270
$11M 0.06%
555,055
-1,527,402
271
$11M 0.06%
90,354
+28,445
272
$10.9M 0.06%
354,798
-63,412
273
$10.9M 0.06%
185,216
+13,566
274
$10.9M 0.06%
43,449
+5,968
275
$10.9M 0.06%
87,467
-363
9 10
11
12 13