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
301
$1.93M 0.03%
44,151
-416
302
$1.9M 0.03%
118,845
+16,515
303
$1.9M 0.03%
16,584
+369
304
$1.9M 0.03%
+7,750
305
$1.9M 0.03%
2,893
-129
306
$1.88M 0.03%
192,198
-1,103
307
$1.84M 0.03%
40,468
-5,496
308
$1.79M 0.03%
46,794
+5,338
309
$1.79M 0.03%
59,368
-1,500
310
$1.77M 0.03%
63,024
-1,431
311
$1.77M 0.03%
54,033
+4,882
312
$1.76M 0.03%
7,877
-533
313
$1.76M 0.03%
16,113
+3,699
314
$1.72M 0.03%
27,755
+7,036
315
$1.7M 0.03%
13,826
+84
316
$1.7M 0.03%
38,103
+310
317
$1.7M 0.03%
44,624
-67
318
$1.68M 0.03%
52,086
-3,546
319
$1.68M 0.03%
64,215
320
$1.67M 0.03%
45,831
-3,450
321
$1.67M 0.03%
19,106
+733
322
$1.67M 0.03%
13,978
+5,073
323
$1.67M 0.03%
45,784
+3,776
324
$1.67M 0.03%
23,313
+567
325
$1.66M 0.03%
43,749
-7,096
11 12
13
14 15