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
51
$95.3M 0.5%
492,244
-83,068
52
$94.4M 0.49%
625,108
+55,113
53
$92.7M 0.48%
3,176,530
+168,397
54
$90.7M 0.47%
1,557,684
+233,668
55
$86.9M 0.45%
983,014
+24,495
56
$86.6M 0.45%
2,240,925
-23,385
57
$86.3M 0.45%
807,395
+6,981
58
$84M 0.44%
894,351
+54,997
59
$83.4M 0.43%
767,430
+55,274
60
$83.3M 0.43%
811,557
+47,951
61
$83M 0.43%
2,031,682
-39,092
62
$83M 0.43%
375,327
+1,969
63
$82.8M 0.43%
1,839,796
+41,128
64
$77.5M 0.4%
266,021
+28,416
65
$77M 0.4%
755,641
+68,194
66
$76M 0.4%
366,740
+33,293
67
$74.9M 0.39%
2,622,071
+283,953
68
$73.7M 0.38%
881,216
+38,263
69
$73M 0.38%
663,809
+42,416
70
$72.4M 0.38%
1,148,210
+45,892
71
$72.4M 0.38%
2,585,751
-181,166
72
$71.3M 0.37%
202,383
-20,507
73
$68.9M 0.36%
617,258
+55,686
74
$66.7M 0.35%
880,555
-141,785
75
$63.5M 0.33%
177,942
+6,441
1 2
3
4 5