JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$99.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$49M

Top Sells

1
+$16.7M
2
+$8.17M
3
+$6.64M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.42M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$6.2M

Sector Composition

1 Technology 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.43M 0.02%
25,458
+6,331
427
$1.43M 0.02%
19,281
-3,100
428
$1.43M 0.02%
32,603
+3,563
429
$1.42M 0.02%
29,762
+4,837
430
$1.42M 0.02%
14,747
+6,648
431
$1.41M 0.02%
44,921
-4,290
432
$1.41M 0.02%
29,812
+3,974
433
$1.4M 0.02%
39,968
+3,382
434
$1.39M 0.02%
41,688
+10,872
435
$1.39M 0.02%
21,767
-1,546
436
$1.38M 0.02%
21,358
+5,069
437
$1.36M 0.02%
121,572
+19,984
438
$1.35M 0.02%
20,261
+4,859
439
$1.34M 0.02%
40,677
-2,406
440
$1.32M 0.02%
22,993
+6,260
441
$1.31M 0.02%
28,143
+7,038
442
$1.31M 0.02%
81,431
+9,547
443
$1.3M 0.02%
31,437
+690
444
$1.29M 0.02%
23,430
-2,625
445
$1.29M 0.02%
35,250
446
$1.29M 0.02%
20,951
+3,305
447
$1.29M 0.02%
25,985
+13,302
448
$1.28M 0.02%
+37,348
449
$1.28M 0.02%
54,538
-71,989
450
$1.28M 0.02%
48,253
+11,219
16 17
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