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
376
$1.2M 0.02%
21,852
-1,635
377
$1.2M 0.02%
27,193
-8,854
378
$1.19M 0.02%
24,925
-5,155
379
$1.19M 0.02%
9,458
+1,840
380
$1.18M 0.02%
15,402
+2,109
381
$1.18M 0.02%
25,051
-1,051
382
$1.18M 0.02%
35,914
+2,001
383
$1.17M 0.02%
22,171
+5,715
384
$1.16M 0.02%
46,852
-4,726
385
$1.15M 0.02%
17,646
+2,063
386
$1.15M 0.02%
15,404
-18
387
$1.13M 0.02%
46,302
+10,495
388
$1.12M 0.02%
29,722
+713
389
$1.12M 0.02%
16,733
+229
390
$1.11M 0.02%
15,002
+32
391
$1.1M 0.02%
30,816
+4,698
392
$1.1M 0.02%
63,000
+17,500
393
$1.09M 0.02%
10,925
+1,056
394
$1.09M 0.02%
14,259
+773
395
$1.08M 0.02%
81,064
-15,537
396
$1.08M 0.02%
27,600
-124
397
$1.08M 0.02%
3,149
+59
398
$1.08M 0.02%
90,850
+10,700
399
$1.07M 0.02%
11,866
-232
400
$1.06M 0.02%
46,025
-3,102
14 15
16
17 18