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
701
$1.22M 0.01%
84,085
-15,743
702
$1.21M 0.01%
3,569
+149
703
$1.21M 0.01%
939,907
704
$1.2M 0.01%
39,010
-1,215
705
$1.17M 0.01%
14,837
+5,367
706
$1.17M 0.01%
8,573
+335
707
$1.17M 0.01%
18,278
+6
708
$1.17M 0.01%
10,133
709
$1.17M 0.01%
51,449
+41,013
710
$1.16M 0.01%
30,363
+6,673
711
$1.15M 0.01%
17,396
-51,014
712
$1.15M 0.01%
19,948
+5,342
713
$1.15M 0.01%
19,665
+1,048
714
$1.15M 0.01%
257,615
+6,416
715
$1.14M 0.01%
30,290
+16,054
716
$1.13M 0.01%
9,589
-339
717
$1.12M 0.01%
80,783
+31,830
718
$1.12M 0.01%
38,460
+3,436
719
$1.11M 0.01%
42,222
+2,845
720
$1.11M 0.01%
29,024
-3,692
721
$1.1M 0.01%
32,021
+271
722
$1.1M 0.01%
8,625
-374
723
$1.09M 0.01%
278,221
+10,000
724
$1.09M 0.01%
24,968
-260
725
$1.09M 0.01%
31,958
+3,230
27 28
29
30 31