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
701
$318K 0.01%
6,770
-987
702
$317K 0.01%
9,169
-1,001
703
$316K 0.01%
+4,562
704
$311K 0.01%
37,061
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705
$311K 0.01%
+3,377
706
$311K 0.01%
4,500
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707
$309K 0.01%
34,170
+3,030
708
$309K 0.01%
6,915
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$308K 0.01%
4,182
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710
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711
$306K 0.01%
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712
$306K 0.01%
6,360
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713
$305K 0.01%
6,693
-5,760
714
$298K 0.01%
+6,932
715
$297K 0.01%
+4,990
716
$294K 0.01%
50
-48
717
$293K ﹤0.01%
10,148
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718
$291K ﹤0.01%
29,344
-2,080
719
$291K ﹤0.01%
+5,757
720
$290K ﹤0.01%
8,492
-3,232
721
$290K ﹤0.01%
+2,448
722
$287K ﹤0.01%
+7,023
723
$286K ﹤0.01%
2,665
-1,178
724
$284K ﹤0.01%
6,057
+170
725
$283K ﹤0.01%
11,436
+382
27 28
29
30 31