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
726
$282K ﹤0.01%
8,150
-1,000
727
$282K ﹤0.01%
6,224
-9,607
728
$281K ﹤0.01%
8,279
-614
729
$279K ﹤0.01%
4,725
-870
730
$276K ﹤0.01%
13,820
+1,022
731
$274K ﹤0.01%
10,872
-234,642
732
$272K ﹤0.01%
21,336
-5,819
733
$271K ﹤0.01%
38,547
+27,205
734
$270K ﹤0.01%
+3,071
735
$268K ﹤0.01%
+8,328
736
$268K ﹤0.01%
5,225
-152
737
$264K ﹤0.01%
4,833
-246
738
$263K ﹤0.01%
+5,096
739
$263K ﹤0.01%
5,710
-5,376
740
$260K ﹤0.01%
5,258
-6
741
$258K ﹤0.01%
5,414
-168
742
$257K ﹤0.01%
21,334
-13,453
743
$257K ﹤0.01%
+8,169
744
$256K ﹤0.01%
5,782
-584
745
$255K ﹤0.01%
+3,459
746
$255K ﹤0.01%
5,535
+454
747
$254K ﹤0.01%
11,919
-37
748
$252K ﹤0.01%
+2,020
749
$250K ﹤0.01%
11,852
+113
750
$249K ﹤0.01%
4,000
+290
28 29
30
31 32