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
51
$31.4M 0.53%
331,143
+17,479
52
$30.9M 0.52%
339,445
+4,297
53
$30.7M 0.52%
750,277
+42,983
54
$30.5M 0.51%
636,179
+30,817
55
$30.4M 0.51%
240,604
+12,204
56
$30M 0.51%
216,809
+13,241
57
$30M 0.51%
305,127
+8,460
58
$29.9M 0.51%
504,568
+2,708
59
$29M 0.49%
2,734,419
+168,700
60
$28.7M 0.48%
113,816
+7,554
61
$28.5M 0.48%
1,147,961
+28,972
62
$26.7M 0.45%
157,654
-14,598
63
$26.5M 0.45%
223,985
-2,624
64
$26.3M 0.44%
499,880
+40,164
65
$26.2M 0.44%
331,924
+9,550
66
$26M 0.44%
460,652
+10,761
67
$26M 0.44%
908,240
+40,665
68
$25.9M 0.44%
968,236
+30,261
69
$25.4M 0.43%
296,605
+5,100
70
$25.4M 0.43%
372,108
+8,396
71
$24.7M 0.42%
608,903
-40,813
72
$24.7M 0.42%
680,219
+36,159
73
$23.7M 0.4%
206,225
-15,101
74
$23.5M 0.4%
377,814
+2,883
75
$23.4M 0.39%
486,793
-5,756
1 2
3
4 5