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
351
$6.6M 0.03%
285,852
-7,530
352
$6.56M 0.03%
27,320
+5,142
353
$6.55M 0.03%
86,455
+3,870
354
$6.51M 0.03%
173,784
+13,066
355
$6.5M 0.03%
118,682
-13,847
356
$6.49M 0.03%
131,078
-728
357
$6.49M 0.03%
145,825
+11,625
358
$6.45M 0.03%
47,225
-24,821
359
$6.38M 0.03%
107,840
+3,485
360
$6.38M 0.03%
58,242
+438
361
$6.28M 0.03%
22,904
+2,111
362
$6.22M 0.03%
16,589
+1,236
363
$6.18M 0.03%
36,730
+709
364
$6.15M 0.03%
89,447
-5,328
365
$6.13M 0.03%
78,632
+1,510
366
$6.12M 0.03%
47,163
+2,094
367
$6.09M 0.03%
33,683
-10,332
368
$6.09M 0.03%
86,975
+47,188
369
$6.09M 0.03%
147,761
+23,950
370
$6.07M 0.03%
105,393
+26,501
371
$5.92M 0.03%
151,909
+24,201
372
$5.9M 0.03%
373,211
+1,512
373
$5.88M 0.03%
90,862
-37,876
374
$5.88M 0.03%
55,429
+25,919
375
$5.87M 0.03%
78,996
+7,860
13 14
15
16 17