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
376
$5.76M 0.03%
232,824
+1,154
377
$5.72M 0.03%
76,930
+4,125
378
$5.68M 0.03%
77,553
+13,122
379
$5.68M 0.03%
70,871
+4,063
380
$5.63M 0.03%
73,889
+5,679
381
$5.62M 0.03%
81,117
+912
382
$5.58M 0.03%
32,817
-3,546
383
$5.56M 0.03%
55,888
+11,814
384
$5.55M 0.03%
118,832
+6,594
385
$5.49M 0.03%
138,874
+28,989
386
$5.47M 0.03%
175,490
-11,970
387
$5.46M 0.03%
213,179
+5,619
388
$5.42M 0.03%
89,735
+45,854
389
$5.34M 0.03%
139,422
-8,737
390
$5.33M 0.03%
140,830
+5,710
391
$5.31M 0.03%
297,892
+64,350
392
$5.3M 0.03%
102,136
+1,796
393
$5.29M 0.03%
189,058
+9,213
394
$5.27M 0.03%
52,630
+6,142
395
$5.24M 0.03%
59,895
+1,821
396
$5.21M 0.03%
91,291
+25,049
397
$5.18M 0.03%
55,557
+12,212
398
$5.13M 0.03%
82,847
-381
399
$5.13M 0.03%
44,928
+5,648
400
$5.11M 0.03%
110,181
+24,786
14 15
16
17 18