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
651
$373K 0.01%
11,276
+400
652
$373K 0.01%
36,097
-2,802
653
$370K 0.01%
51,752
+7,176
654
$367K 0.01%
4,070
-621
655
$366K 0.01%
11,730
+1,509
656
$366K 0.01%
14,388
-4,494
657
$366K 0.01%
11,900
+2,505
658
$365K 0.01%
6,731
-764
659
$363K 0.01%
5,018
-13,710
660
$363K 0.01%
6,045
-1,770
661
$363K 0.01%
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662
$363K 0.01%
15,110
+5,102
663
$361K 0.01%
2,500
664
$360K 0.01%
8,052
+1,316
665
$359K 0.01%
14,530
-754
666
$357K 0.01%
5,031
-1,184
667
$356K 0.01%
56
-12
668
$355K 0.01%
41,712
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669
$354K 0.01%
60,582
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670
$354K 0.01%
7,794
-1,480
671
$354K 0.01%
8,963
+433
672
$351K 0.01%
5,725
+387
673
$351K 0.01%
18,251
-2,520
674
$350K 0.01%
5,760
+825
675
$348K 0.01%
14,239
+2,024
25 26
27
28 29