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
451
$4.01M 0.02%
51,257
-6,782
452
$4.01M 0.02%
68,926
+13,291
453
$3.98M 0.02%
105,278
-2,752
454
$3.97M 0.02%
31,966
+1,640
455
$3.96M 0.02%
76,465
+11,576
456
$3.95M 0.02%
33,392
+9,365
457
$3.92M 0.02%
113,821
-2,409
458
$3.88M 0.02%
88,374
-326
459
$3.88M 0.02%
77,151
+1,175
460
$3.86M 0.02%
24,287
+6,578
461
$3.8M 0.02%
80,789
+8,869
462
$3.79M 0.02%
24,214
+13,183
463
$3.79M 0.02%
90,525
-3,935
464
$3.78M 0.02%
72,683
-9,230
465
$3.76M 0.02%
30,535
+1,982
466
$3.75M 0.02%
39,380
+2,341
467
$3.74M 0.02%
229,172
+46,970
468
$3.73M 0.02%
94,289
-24
469
$3.73M 0.02%
31,400
+3,172
470
$3.69M 0.02%
47,326
+21,886
471
$3.69M 0.02%
31,114
+2,194
472
$3.68M 0.02%
39,294
+11,996
473
$3.67M 0.02%
7,339
-450
474
$3.66M 0.02%
463,936
+3,600
475
$3.64M 0.02%
72,626
-24,650
17 18
19
20 21