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
276
$10.8M 0.06%
317,246
-97,018
277
$10.8M 0.06%
192,883
-170,208
278
$10.7M 0.06%
80,660
+60,927
279
$10.7M 0.06%
681,635
+342,295
280
$10.6M 0.06%
183,812
+71,358
281
$10.6M 0.06%
236,895
-9,494
282
$10.5M 0.05%
62,531
+50,215
283
$10.4M 0.05%
364,116
+35,214
284
$10.3M 0.05%
216,236
+51,715
285
$10.3M 0.05%
46,259
-5,299
286
$10.1M 0.05%
167,898
-3,690
287
$10.1M 0.05%
106,146
+894
288
$10.1M 0.05%
265,802
+21,151
289
$10.1M 0.05%
174,801
+5,646
290
$10.1M 0.05%
341,522
+48,764
291
$10M 0.05%
5,113
-116
292
$9.81M 0.05%
250,342
-27,430
293
$9.8M 0.05%
34,174
+6,582
294
$9.67M 0.05%
169,713
-7,199
295
$9.62M 0.05%
84,803
+4,332
296
$9.54M 0.05%
205,318
+12,991
297
$9.53M 0.05%
497,141
+26,510
298
$9.53M 0.05%
220,227
-96,894
299
$9.5M 0.05%
79,641
+45,611
300
$9.36M 0.05%
205,793
+196,413
10 11
12
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