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
676
$1.34M 0.01%
55,200
-1,200
677
$1.34M 0.01%
26,202
+577
678
$1.33M 0.01%
9,913
+5,947
679
$1.31M 0.01%
12,420
+3,970
680
$1.31M 0.01%
11,618
-1,127
681
$1.3M 0.01%
32,573
+258
682
$1.3M 0.01%
16,117
+3,354
683
$1.3M 0.01%
17,202
+2,721
684
$1.29M 0.01%
18,769
+3,004
685
$1.29M 0.01%
16,843
-3,172
686
$1.29M 0.01%
46,186
+17,401
687
$1.28M 0.01%
28,179
+6,227
688
$1.28M 0.01%
14,201
+932
689
$1.27M 0.01%
24,964
+581
690
$1.27M 0.01%
1,077
+142
691
$1.27M 0.01%
12,482
-785
692
$1.27M 0.01%
21,900
-4,422
693
$1.26M 0.01%
54,341
+7,677
694
$1.26M 0.01%
17,202
+158
695
$1.25M 0.01%
53,064
696
$1.24M 0.01%
31,032
-1,534
697
$1.23M 0.01%
53,724
-2,193
698
$1.22M 0.01%
34,142
-2,088
699
$1.22M 0.01%
5,972
+476
700
$1.22M 0.01%
12,713
+2,318
26 27
28
29 30