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
526
$577K 0.01%
9,939
+2,437
527
$573K 0.01%
53,042
-3
528
$569K 0.01%
13,839
-987
529
$569K 0.01%
15,302
-3,240
530
$568K 0.01%
+2,869
531
$564K 0.01%
80,078
-10,735
532
$563K 0.01%
9,668
-193
533
$562K 0.01%
18,640
-710
534
$559K 0.01%
17,880
+605
535
$551K 0.01%
17,459
-45
536
$547K 0.01%
71,925
+615
537
$547K 0.01%
50,748
538
$546K 0.01%
35,988
-4,110
539
$546K 0.01%
5,112
+631
540
$544K 0.01%
7,859
-4,684
541
$539K 0.01%
9,377
+551
542
$539K 0.01%
23,201
+9,000
543
$536K 0.01%
14,780
+2,315
544
$535K 0.01%
7,368
-105
545
$534K 0.01%
30,601
-1,808
546
$532K 0.01%
4,213
-159
547
$531K 0.01%
20,200
-5,920
548
$530K 0.01%
20,031
-1,750
549
$528K 0.01%
7,091
-3,104
550
$526K 0.01%
36,400
+610
20 21
22
23 24