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
501
$652K 0.01%
6,740
-477
502
$651K 0.01%
14,532
-1,210
503
$648K 0.01%
20,572
+60
504
$632K 0.01%
21,981
-7
505
$629K 0.01%
3,668
-3,169
506
$628K 0.01%
8,105
-600
507
$624K 0.01%
16,001
+1,994
508
$615K 0.01%
65,200
509
$614K 0.01%
20,916
-4,325
510
$608K 0.01%
504
+131
511
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17,420
+6,103
512
$606K 0.01%
14,044
-665
513
$604K 0.01%
43,975
+4,992
514
$603K 0.01%
9,417
-140
515
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10,557
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516
$598K 0.01%
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517
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15,954
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518
$597K 0.01%
10,099
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519
$593K 0.01%
27,763
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520
$589K 0.01%
11,710
-299
521
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26,117
-6,463
522
$588K 0.01%
11,195
-102
523
$579K 0.01%
11,820
+669
524
$578K 0.01%
23,581
-68
525
$578K 0.01%
+14,114
19 20
21
22 23