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
426
$4.44M 0.02%
52,111
-16,153
427
$4.4M 0.02%
26,084
+3,437
428
$4.34M 0.02%
92,072
+15,310
429
$4.34M 0.02%
70,203
+180
430
$4.33M 0.02%
168,153
+33,414
431
$4.33M 0.02%
18,588
-3,877
432
$4.32M 0.02%
64,678
+20,112
433
$4.31M 0.02%
31,922
+2,769
434
$4.31M 0.02%
57,755
-1,497
435
$4.29M 0.02%
80,422
-327
436
$4.29M 0.02%
16,888
+3,788
437
$4.28M 0.02%
71,295
-1,462
438
$4.27M 0.02%
153,373
-130,177
439
$4.26M 0.02%
212,284
-48,764
440
$4.26M 0.02%
164,916
+6,628
441
$4.24M 0.02%
27,089
+621
442
$4.19M 0.02%
35,564
+321
443
$4.18M 0.02%
50,152
-490
444
$4.17M 0.02%
272,142
-11,297
445
$4.17M 0.02%
110,956
-2,581
446
$4.16M 0.02%
3,851
-111
447
$4.14M 0.02%
37,943
+1,641
448
$4.12M 0.02%
61,272
-1,062
449
$4.09M 0.02%
26,790
+12,177
450
$4.05M 0.02%
67,454
+636
16 17
18
19 20