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
401
$5.06M 0.03%
52,387
+18,566
402
$4.96M 0.03%
10,502
-639
403
$4.94M 0.03%
42,471
+437
404
$4.93M 0.03%
205,126
-27,712
405
$4.87M 0.03%
51,387
+2,250
406
$4.87M 0.03%
38,682
+174
407
$4.8M 0.03%
49,605
+5,377
408
$4.78M 0.02%
256,316
+56,065
409
$4.76M 0.02%
108,925
+27,325
410
$4.73M 0.02%
79,033
+1,813
411
$4.73M 0.02%
83,329
+2,292
412
$4.71M 0.02%
196,690
+1,677
413
$4.7M 0.02%
36,431
+817
414
$4.69M 0.02%
80,374
-930
415
$4.68M 0.02%
25,891
+9,685
416
$4.67M 0.02%
21,465
+12,672
417
$4.65M 0.02%
82,029
+1,224
418
$4.64M 0.02%
39,810
+15,427
419
$4.63M 0.02%
41,487
-8,391
420
$4.58M 0.02%
54,082
+13,784
421
$4.56M 0.02%
86,557
+14,084
422
$4.47M 0.02%
89,630
-3,047
423
$4.46M 0.02%
23,022
+2,100
424
$4.44M 0.02%
97,692
-7,575
425
$4.44M 0.02%
50,483
+1,517
15 16
17
18 19