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
301
$9.3M 0.05%
108,272
-1,319
302
$9.24M 0.05%
391,840
-795
303
$9.23M 0.05%
50,517
+26,623
304
$9.23M 0.05%
149,270
+154
305
$9.22M 0.05%
64,200
+24,429
306
$9.21M 0.05%
59,782
+3,900
307
$9.14M 0.05%
88,226
+25,315
308
$9.11M 0.05%
202,115
+26,832
309
$9.02M 0.05%
63,480
+430
310
$9M 0.05%
240,718
+6,157
311
$8.86M 0.05%
196,056
+15,282
312
$8.78M 0.05%
66,807
-168,922
313
$8.69M 0.05%
70,521
+18,119
314
$8.67M 0.05%
733,368
+16,530
315
$8.67M 0.05%
47,295
+8,283
316
$8.65M 0.05%
222,511
+19,948
317
$8.53M 0.04%
53,841
+44
318
$8.46M 0.04%
192,023
+9,112
319
$8.44M 0.04%
147,916
+57,774
320
$8.41M 0.04%
106,166
-6,790
321
$8.39M 0.04%
45,174
-4,200
322
$8.36M 0.04%
+101,559
323
$8.27M 0.04%
200,286
+7,099
324
$8.13M 0.04%
38,965
+16,293
325
$8.1M 0.04%
99,896
+14,996
11 12
13
14 15