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
651
$1.45M 0.01%
31,711
-88
652
$1.45M 0.01%
121,888
+1,177
653
$1.44M 0.01%
89,766
-2,114
654
$1.43M 0.01%
51,329
-3,948
655
$1.43M 0.01%
127,498
656
$1.42M 0.01%
21,378
+549
657
$1.42M 0.01%
+16,949
658
$1.42M 0.01%
87,927
+72,642
659
$1.42M 0.01%
+99,187
660
$1.41M 0.01%
45,669
-3,594
661
$1.41M 0.01%
26,649
+3,354
662
$1.4M 0.01%
119,171
-47,206
663
$1.4M 0.01%
17,243
-7,883
664
$1.4M 0.01%
69,396
-327,436
665
$1.39M 0.01%
58,323
666
$1.39M 0.01%
143,492
+625
667
$1.38M 0.01%
21,969
+250
668
$1.37M 0.01%
26,628
+4,175
669
$1.37M 0.01%
6,800
+1,841
670
$1.37M 0.01%
74,028
-18,612
671
$1.37M 0.01%
52,043
-1,549
672
$1.36M 0.01%
46,041
-981
673
$1.35M 0.01%
84,684
+33,604
674
$1.35M 0.01%
47,638
-309
675
$1.34M 0.01%
70,837
+13,439
25 26
27
28 29