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
476
$3.63M 0.02%
96,963
+16,184
477
$3.62M 0.02%
125,012
+24,017
478
$3.62M 0.02%
23,137
+5,630
479
$3.62M 0.02%
33,294
+1,740
480
$3.58M 0.02%
68,510
+14,675
481
$3.57M 0.02%
29,715
-369
482
$3.56M 0.02%
171,637
-205
483
$3.47M 0.02%
70,058
-1,370
484
$3.44M 0.02%
4,890
-881
485
$3.43M 0.02%
74,701
-9,517
486
$3.4M 0.02%
39,291
+2,852
487
$3.4M 0.02%
72,046
+16,302
488
$3.4M 0.02%
47,483
+8,258
489
$3.39M 0.02%
37,430
-1,391
490
$3.38M 0.02%
112,160
-216
491
$3.37M 0.02%
12,132
+3,391
492
$3.35M 0.02%
92,393
-11,466
493
$3.34M 0.02%
117,578
+14,800
494
$3.29M 0.02%
41,321
+1,136
495
$3.28M 0.02%
45,114
+307
496
$3.28M 0.02%
52,923
-3,848
497
$3.27M 0.02%
64,795
-1,844
498
$3.24M 0.02%
58,813
-5,827
499
$3.23M 0.02%
61,056
+375
500
$3.22M 0.02%
108,445
+21,397
18 19
20
21 22