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
601
$1.88M 0.01%
87,051
+5,207
602
$1.88M 0.01%
58,009
-42,031
603
$1.86M 0.01%
34,564
-11,891
604
$1.83M 0.01%
92,039
+39,935
605
$1.83M 0.01%
38,758
+310
606
$1.82M 0.01%
14,366
+6,059
607
$1.81M 0.01%
71,679
608
$1.81M 0.01%
12,520
+554
609
$1.8M 0.01%
47,009
+325
610
$1.8M 0.01%
20,911
+325
611
$1.8M 0.01%
113,721
-92,384
612
$1.79M 0.01%
18,427
+3,418
613
$1.78M 0.01%
14,283
+3,284
614
$1.77M 0.01%
15,965
+150
615
$1.76M 0.01%
43,354
-246
616
$1.71M 0.01%
29,683
+700
617
$1.71M 0.01%
84,547
+23,189
618
$1.68M 0.01%
41,073
+33,535
619
$1.67M 0.01%
40,082
+3,877
620
$1.67M 0.01%
53,684
+511
621
$1.66M 0.01%
16,853
+8,188
622
$1.64M 0.01%
61,210
-94,372
623
$1.64M 0.01%
69,105
+25,784
624
$1.64M 0.01%
18,520
+222
625
$1.63M 0.01%
29,105
-1,387
23 24
25
26 27