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
551
$526K 0.01%
11,892
-326
552
$525K 0.01%
15,513
-1,350
553
$524K 0.01%
8,427
-2,176
554
$523K 0.01%
+25,477
555
$522K 0.01%
9,369
+310
556
$521K 0.01%
8,869
-1,332
557
$520K 0.01%
11,740
+477
558
$517K 0.01%
55,000
559
$515K 0.01%
21,743
+3,316
560
$508K 0.01%
4,764
+671
561
$500K 0.01%
20,162
-597
562
$500K 0.01%
5,380
-1,022
563
$495K 0.01%
18,195
564
$493K 0.01%
+3,381
565
$493K 0.01%
15,856
-15,000
566
$492K 0.01%
7,885
567
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13,206
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568
$487K 0.01%
9,710
+1,035
569
$487K 0.01%
7,800
-339
570
$486K 0.01%
5,168
-3,309
571
$486K 0.01%
9,869
+884
572
$485K 0.01%
1,909
+108
573
$485K 0.01%
4,715
-137
574
$484K 0.01%
7,056
+717
575
$484K 0.01%
9,994
+3,371
21 22
23
24 25