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
676
$347K 0.01%
37,980
+7,613
677
$345K 0.01%
+24,714
678
$341K 0.01%
4,543
-1,885
679
$339K 0.01%
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-793
680
$338K 0.01%
13,325
-11,475
681
$338K 0.01%
+13,000
682
$337K 0.01%
3,759
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683
$337K 0.01%
19,460
+2,173
684
$336K 0.01%
15,555
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685
$336K 0.01%
3,840
-99
686
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6,110
-1,110
687
$332K 0.01%
+6,953
688
$332K 0.01%
+14,976
689
$332K 0.01%
20,407
+4,627
690
$331K 0.01%
98,585
+34,335
691
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692
$329K 0.01%
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693
$327K 0.01%
10,515
-1,272
694
$326K 0.01%
163
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695
$325K 0.01%
5,990
-352
696
$324K 0.01%
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697
$321K 0.01%
34,252
+3,269
698
$320K 0.01%
6,788
+3
699
$319K 0.01%
37,702
+15,438
700
$318K 0.01%
8,425
-82
26 27
28
29 30