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
276
$2.24M 0.04%
85,039
-1,080
277
$2.23M 0.04%
42,496
-5,940
278
$2.23M 0.04%
22,871
+3,822
279
$2.22M 0.04%
49,211
+680
280
$2.21M 0.04%
50,461
-2,571
281
$2.17M 0.04%
37,443
-10,517
282
$2.16M 0.04%
26,790
-5,625
283
$2.15M 0.04%
59,225
-2,257
284
$2.13M 0.04%
119,433
-12,727
285
$2.11M 0.04%
37,614
+30,489
286
$2.1M 0.04%
41,530
-364
287
$2.1M 0.04%
24,907
+1,790
288
$2.09M 0.04%
23,677
+171
289
$2.06M 0.03%
286,799
+23,166
290
$2.05M 0.03%
24,726
-406
291
$2.05M 0.03%
48,249
+23,172
292
$2.02M 0.03%
85,960
+9,163
293
$2.01M 0.03%
195,315
-6,603
294
$2M 0.03%
18,598
+588
295
$2M 0.03%
50,558
+3,292
296
$2M 0.03%
19,221
+1,028
297
$1.99M 0.03%
46,502
-3,490
298
$1.98M 0.03%
56,380
+11,097
299
$1.95M 0.03%
32,873
-615
300
$1.94M 0.03%
32,386
-2,597
10 11
12
13 14