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
551
$2.47M 0.01%
153,690
-93,255
552
$2.46M 0.01%
17,047
+564
553
$2.44M 0.01%
23,411
-588
554
$2.4M 0.01%
15,024
+2,550
555
$2.37M 0.01%
85,100
-750
556
$2.34M 0.01%
128,537
-197,813
557
$2.34M 0.01%
65,723
-3,411
558
$2.33M 0.01%
25,374
+4,173
559
$2.31M 0.01%
17,327
+2,537
560
$2.31M 0.01%
53,416
-1,750
561
$2.29M 0.01%
25,917
+5,132
562
$2.28M 0.01%
24,864
+8,457
563
$2.28M 0.01%
92,766
+216
564
$2.26M 0.01%
52,329
-11,533
565
$2.25M 0.01%
11,658
-672
566
$2.24M 0.01%
29,872
-582
567
$2.24M 0.01%
155,513
-2,674
568
$2.24M 0.01%
43,897
-218
569
$2.23M 0.01%
63,274
-13,578
570
$2.21M 0.01%
20,051
+7,680
571
$2.19M 0.01%
39,896
+19,814
572
$2.17M 0.01%
17,512
+612
573
$2.17M 0.01%
40,938
+2,914
574
$2.17M 0.01%
274,032
+20,038
575
$2.17M 0.01%
39,460
-1,389
21 22
23
24 25