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
576
$2.14M 0.01%
14,540
+3,851
577
$2.12M 0.01%
23,155
+622
578
$2.11M 0.01%
114,846
-3,860
579
$2.11M 0.01%
25,643
+2,098
580
$2.11M 0.01%
15,844
+234
581
$2.1M 0.01%
48,562
-14,873
582
$2.07M 0.01%
20,804
+5,226
583
$2.04M 0.01%
24,841
+7,692
584
$2.04M 0.01%
24,750
+1,701
585
$2.04M 0.01%
28,082
+1,577
586
$2.02M 0.01%
73,918
-16,763
587
$2.01M 0.01%
18,273
+2,338
588
$2M 0.01%
19,486
-2,752
589
$2M 0.01%
158,095
-1,000
590
$1.98M 0.01%
90,126
+24,709
591
$1.95M 0.01%
58,243
+4,485
592
$1.94M 0.01%
65,427
+34,896
593
$1.93M 0.01%
35,465
+3,487
594
$1.93M 0.01%
34,854
+270
595
$1.92M 0.01%
209,682
+9,088
596
$1.92M 0.01%
+180,422
597
$1.91M 0.01%
39,410
-2,215
598
$1.91M 0.01%
73,365
-4,524
599
$1.89M 0.01%
38,179
-5,383
600
$1.89M 0.01%
11,942
+3,700
22 23
24
25 26