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
26
$50.9M 0.86%
283,398
+29,050
27
$50.8M 0.86%
1,932,700
+178,484
28
$50.8M 0.86%
1,643,942
+33,004
29
$50.5M 0.85%
2,931,103
+75,372
30
$50M 0.84%
1,021,961
+52,915
31
$48.8M 0.82%
470,695
+16,757
32
$48.4M 0.82%
484,952
+12,478
33
$46.8M 0.79%
578,331
+13,178
34
$44M 0.74%
853,436
-9,394
35
$44M 0.74%
952,988
-19,085
36
$43.7M 0.74%
580,365
+81,471
37
$43.7M 0.74%
1,008,249
-25,263
38
$41.5M 0.7%
1,072,996
-17,664
39
$41.4M 0.7%
503,148
-15,772
40
$40.6M 0.69%
830,793
-163
41
$39.6M 0.67%
421,814
-8,366
42
$38.9M 0.66%
1,684,262
-5,594
43
$35.9M 0.61%
418,412
+20,004
44
$35.7M 0.6%
430,759
+88,495
45
$35.4M 0.6%
767,066
+25,378
46
$35.3M 0.6%
298,167
+7,793
47
$34.3M 0.58%
422,787
+2,663
48
$32.8M 0.55%
166,303
+7,488
49
$32.4M 0.55%
124,513
+8,524
50
$32.3M 0.55%
376,999
+76,666
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