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
26
$141M 0.74%
793,397
+7,422
27
$139M 0.72%
1,073,651
+109,727
28
$138M 0.72%
1,617,736
+62,919
29
$134M 0.7%
2,005,440
+5,812
30
$134M 0.7%
1,440,573
+200,381
31
$134M 0.7%
695,094
+41,299
32
$133M 0.69%
641,025
+27,877
33
$130M 0.68%
2,126,300
-82,600
34
$127M 0.66%
333,418
+9,337
35
$124M 0.65%
3,651,625
+70,570
36
$122M 0.64%
3,028,312
-275,551
37
$120M 0.63%
417,156
+19,719
38
$120M 0.62%
1,393,569
+69,938
39
$117M 0.61%
1,824,812
+473,291
40
$113M 0.59%
4,098,820
+240,850
41
$112M 0.58%
660,702
+41,141
42
$108M 0.56%
1,342,407
+115,940
43
$106M 0.55%
2,344,928
+218,998
44
$106M 0.55%
486,190
+78,537
45
$104M 0.54%
1,477,168
+44,235
46
$103M 0.54%
373,439
+10,385
47
$102M 0.53%
633,018
+45,738
48
$102M 0.53%
261,514
+16,616
49
$100M 0.52%
1,663,950
+55,667
50
$96.8M 0.5%
755,784
+51,927
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