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
326
$8.03M 0.04%
121,572
+1,970
327
$7.97M 0.04%
55,756
+8,721
328
$7.9M 0.04%
87,867
+24,508
329
$7.84M 0.04%
179,262
+30,208
330
$7.8M 0.04%
157,506
-41,824
331
$7.74M 0.04%
46,988
+7,106
332
$7.72M 0.04%
39,862
+1,058
333
$7.72M 0.04%
115,601
+57,927
334
$7.64M 0.04%
85,014
+10,048
335
$7.49M 0.04%
124,598
+15,170
336
$7.49M 0.04%
91,525
+21,466
337
$7.47M 0.04%
59,381
-4,558
338
$7.45M 0.04%
63,711
-240
339
$7.29M 0.04%
125,910
+37,532
340
$7.25M 0.04%
77,518
-54
341
$7.22M 0.04%
27,147
-4,062
342
$7.21M 0.04%
97,831
+43,966
343
$7.11M 0.04%
242,385
-7,129
344
$7.08M 0.04%
29,140
+5,003
345
$6.96M 0.04%
328,221
-2,193
346
$6.93M 0.04%
67,742
-3,730
347
$6.83M 0.04%
274,462
-71,723
348
$6.71M 0.03%
73,724
-309
349
$6.69M 0.03%
278,210
+86,511
350
$6.65M 0.03%
26,756
+1,419
12 13
14
15 16