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
401
$1.06M 0.02%
29,717
+817
402
$1.05M 0.02%
31,000
+10,000
403
$1.05M 0.02%
19,127
-1,078
404
$1.05M 0.02%
15,623
-568
405
$1.04M 0.02%
22,713
-253
406
$1.03M 0.02%
65,094
+5,740
407
$1.01M 0.02%
16,289
-68
408
$1.01M 0.02%
21,105
+592
409
$1.01M 0.02%
11,117
+8
410
$1M 0.02%
13,515
-77
411
$990K 0.02%
27,580
+748
412
$988K 0.02%
23,776
-1,710
413
$988K 0.02%
37,034
+4,777
414
$987K 0.02%
+72,848
415
$979K 0.02%
18,885
-1,319
416
$975K 0.02%
69,350
+190
417
$975K 0.02%
14,501
-98
418
$966K 0.02%
14,479
+2
419
$965K 0.02%
20,087
+132
420
$960K 0.02%
27,110
-7,700
421
$957K 0.02%
20,631
+751
422
$950K 0.02%
30,358
+2,270
423
$947K 0.02%
10,267
+168
424
$942K 0.02%
9,213
-239
425
$925K 0.02%
20,212
-42,033
15 16
17
18 19