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
326
$1.65M 0.03%
22,381
+298
327
$1.63M 0.03%
35,250
-300
328
$1.63M 0.03%
22,836
-1,075
329
$1.62M 0.03%
30,748
+4,712
330
$1.62M 0.03%
34,207
-5,812
331
$1.59M 0.03%
30,433
+1,661
332
$1.59M 0.03%
24,477
+3,749
333
$1.56M 0.03%
17,979
-4,224
334
$1.56M 0.03%
17,532
-149
335
$1.55M 0.03%
39,678
+11,960
336
$1.55M 0.03%
170,390
+17,446
337
$1.51M 0.03%
14,384
-1,048
338
$1.5M 0.03%
22,403
+4,313
339
$1.5M 0.03%
37,483
-2,740
340
$1.49M 0.03%
19,690
+2,650
341
$1.48M 0.02%
29,835
+1,104
342
$1.47M 0.02%
69,330
+207
343
$1.44M 0.02%
43,083
-5,028
344
$1.43M 0.02%
28,843
+113
345
$1.38M 0.02%
8,920
-37
346
$1.37M 0.02%
23,443
-1,843
347
$1.36M 0.02%
8,733
+1,615
348
$1.36M 0.02%
+19,975
349
$1.36M 0.02%
30,747
+703
350
$1.36M 0.02%
17,663
-3,756
12 13
14
15 16