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
626
$401K 0.01%
4,591
+218
627
$401K 0.01%
2,783
+278
628
$399K 0.01%
16,150
-57,492
629
$398K 0.01%
5,454
-233
630
$398K 0.01%
9,844
+274
631
$395K 0.01%
6,597
-127
632
$394K 0.01%
17,020
+2,920
633
$393K 0.01%
12,503
+323
634
$393K 0.01%
17,896
-5,675
635
$389K 0.01%
10,862
-1,483
636
$387K 0.01%
12,557
-12,517
637
$385K 0.01%
21,023
-2,642
638
$385K 0.01%
6,240
+1,240
639
$384K 0.01%
4,916
-153
640
$384K 0.01%
5,778
-481
641
$383K 0.01%
7,160
-370
642
$382K 0.01%
7,529
+471
643
$381K 0.01%
10,901
-3,043
644
$380K 0.01%
9,825
+254
645
$378K 0.01%
9,104
+2,220
646
$378K 0.01%
4,831
+336
647
$376K 0.01%
22,650
-535
648
$375K 0.01%
7,500
649
$374K 0.01%
9,010
+670
650
$374K 0.01%
6,141
-2,013
24 25
26
27 28