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
426
$923K 0.02%
13,589
-5,187
427
$909K 0.02%
71,275
428
$904K 0.02%
18,684
429
$903K 0.02%
20,396
+5,365
430
$901K 0.02%
9,111
+4,158
431
$901K 0.02%
35,580
+17,560
432
$897K 0.02%
10,510
+2,273
433
$887K 0.02%
19,879
+72
434
$876K 0.01%
23,601
+5,367
435
$875K 0.01%
7,315
-134
436
$875K 0.01%
9,240
+1,356
437
$872K 0.01%
13,860
+987
438
$870K 0.01%
5,773
-104
439
$867K 0.01%
7,180
+1,955
440
$862K 0.01%
15,016
+1,470
441
$860K 0.01%
33,045
-16,964
442
$849K 0.01%
16,065
-8,925
443
$838K 0.01%
6,357
-2,824
444
$835K 0.01%
14,372
-796
445
$834K 0.01%
24,171
-415
446
$832K 0.01%
21,547
-18,067
447
$831K 0.01%
8,299
+271
448
$828K 0.01%
21,825
+11,106
449
$827K 0.01%
9,997
+1,840
450
$825K 0.01%
11,826
+2,393
16 17
18
19 20