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
351
$1.35M 0.02%
26,337
+3,756
352
$1.35M 0.02%
38,527
-24,979
353
$1.34M 0.02%
26,055
-1,747
354
$1.32M 0.02%
222,809
+40,799
355
$1.32M 0.02%
29,068
+3,787
356
$1.31M 0.02%
29,040
+5,051
357
$1.3M 0.02%
66,795
-14,615
358
$1.29M 0.02%
28,400
-5,281
359
$1.29M 0.02%
106,014
+25,853
360
$1.28M 0.02%
36,586
-216
361
$1.28M 0.02%
25,515
+3,215
362
$1.27M 0.02%
77,380
-23,400
363
$1.27M 0.02%
40,932
-4,590
364
$1.27M 0.02%
17,569
-1,444
365
$1.26M 0.02%
19,065
-1,346
366
$1.26M 0.02%
101,588
+616
367
$1.25M 0.02%
71,884
+22,991
368
$1.24M 0.02%
5,537
-991
369
$1.24M 0.02%
23,763
+376
370
$1.23M 0.02%
40,020
+11,956
371
$1.23M 0.02%
21,254
-1,188
372
$1.23M 0.02%
10,519
-2,585
373
$1.21M 0.02%
+31,784
374
$1.2M 0.02%
36,644
-626
375
$1.2M 0.02%
43,650
13 14
15
16 17