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
451
$820K 0.01%
51,125
+3,157
452
$819K 0.01%
7,614
-1,455
453
$816K 0.01%
1,341
-50
454
$801K 0.01%
17,004
+1,535
455
$799K 0.01%
34,144
-3,344
456
$798K 0.01%
3,846
-639
457
$789K 0.01%
22,095
+854
458
$785K 0.01%
21,675
+6,885
459
$779K 0.01%
45,950
+18,446
460
$771K 0.01%
23,037
-1,262
461
$771K 0.01%
52,000
462
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9,944
-1,077
463
$769K 0.01%
64,938
-1,578
464
$760K 0.01%
15,000
-350
465
$759K 0.01%
12,950
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466
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8,099
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467
$754K 0.01%
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468
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15,798
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$749K 0.01%
6,000
-500
470
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8,892
-1,427
471
$748K 0.01%
5,080
-354
472
$746K 0.01%
9,252
+1,785
473
$741K 0.01%
13,292
-1,328
474
$739K 0.01%
16,569
-702
475
$739K 0.01%
12,796
+2,300
17 18
19
20 21