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
626
$1.63M 0.01%
61,436
-3,733
627
$1.61M 0.01%
8,774
+4,996
628
$1.6M 0.01%
12,806
+447
629
$1.6M 0.01%
81,311
+3,075
630
$1.6M 0.01%
50,693
+8,049
631
$1.59M 0.01%
29,125
-250
632
$1.59M 0.01%
16,533
+4,164
633
$1.58M 0.01%
56,595
+3,368
634
$1.55M 0.01%
+92,034
635
$1.55M 0.01%
89,735
+6,155
636
$1.55M 0.01%
39,315
+9,541
637
$1.54M 0.01%
+23,179
638
$1.54M 0.01%
14,445
+920
639
$1.54M 0.01%
28,781
+7,693
640
$1.52M 0.01%
80,634
+2,871
641
$1.5M 0.01%
28,655
-452
642
$1.49M 0.01%
52,312
+14,574
643
$1.49M 0.01%
161,275
-436
644
$1.49M 0.01%
6,667
+4,991
645
$1.49M 0.01%
44,801
+4,845
646
$1.49M 0.01%
75,995
+11,889
647
$1.47M 0.01%
19,200
-462
648
$1.47M 0.01%
22,648
-524
649
$1.46M 0.01%
8,624
-2,133
650
$1.46M 0.01%
16,881
+1,783
24 25
26
27 28