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
501
$3.22M 0.02%
37,090
+22,304
502
$3.18M 0.02%
34,320
+7,558
503
$3.15M 0.02%
171,578
+6,886
504
$3.13M 0.02%
93,063
+20,727
505
$3.08M 0.02%
39,474
+6,560
506
$3.07M 0.02%
104,667
-12,362
507
$2.99M 0.02%
47,024
+2,264
508
$2.98M 0.02%
40,903
+19,309
509
$2.97M 0.02%
105,960
+2,846
510
$2.96M 0.02%
111,198
+48,587
511
$2.95M 0.02%
73,409
-32,918
512
$2.94M 0.02%
48,570
+7,797
513
$2.94M 0.02%
29,487
+477
514
$2.92M 0.02%
86,844
-13,938
515
$2.89M 0.02%
3,628
+289
516
$2.89M 0.02%
100,072
+8,974
517
$2.88M 0.02%
21,408
-922
518
$2.88M 0.02%
59,449
+3,679
519
$2.88M 0.02%
26,193
+2,097
520
$2.86M 0.01%
8,761
-3,111
521
$2.85M 0.01%
240,486
+44,490
522
$2.85M 0.01%
19,476
+1,977
523
$2.81M 0.01%
19,450
+3,129
524
$2.75M 0.01%
37,582
-31,727
525
$2.72M 0.01%
62,842
+1,455
19 20
21
22 23