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
526
$2.72M 0.01%
48,885
+44,910
527
$2.72M 0.01%
412,876
+22,155
528
$2.71M 0.01%
62,130
-1,579
529
$2.69M 0.01%
37,364
-3,702
530
$2.67M 0.01%
41,168
-3,247
531
$2.67M 0.01%
31,229
+1,683
532
$2.66M 0.01%
50,388
-17,620
533
$2.66M 0.01%
33,588
+3,595
534
$2.65M 0.01%
48,295
-1,111
535
$2.64M 0.01%
51,764
-356
536
$2.62M 0.01%
100,830
+1,630
537
$2.62M 0.01%
67,177
-7,259
538
$2.59M 0.01%
145,040
+3,300
539
$2.58M 0.01%
13,223
+1,239
540
$2.56M 0.01%
66,735
+7,260
541
$2.54M 0.01%
24,626
-2,502
542
$2.53M 0.01%
93,023
-12,441
543
$2.52M 0.01%
72,254
-56
544
$2.52M 0.01%
16,584
+2,291
545
$2.51M 0.01%
18,560
+3,055
546
$2.51M 0.01%
56,257
-303
547
$2.5M 0.01%
66,871
-26,461
548
$2.49M 0.01%
42,663
+30
549
$2.48M 0.01%
39,364
+9,200
550
$2.48M 0.01%
16,572
+4,443
20 21
22
23 24