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
726
$1.08M 0.01%
7,211
-39
727
$1.07M 0.01%
16,077
+6,417
728
$1.07M 0.01%
18,850
-690
729
$1.07M 0.01%
52,642
+90
730
$1.07M 0.01%
4,831
+873
731
$1.07M 0.01%
17,843
-4,265
732
$1.07M 0.01%
51,190
+10,248
733
$1.07M 0.01%
103,802
+1,133
734
$1.05M 0.01%
2,559
+241
735
$1.05M 0.01%
60,244
-4,196
736
$1.04M 0.01%
22,907
-331
737
$1.04M 0.01%
35,344
-1,300
738
$1.04M 0.01%
24,892
-154
739
$1.03M 0.01%
26,052
-1,025
740
$1.03M 0.01%
24,824
-1,761
741
$1.02M 0.01%
6,162
-395
742
$1.02M 0.01%
26,372
+8,807
743
$1.02M 0.01%
17,230
+7,262
744
$1.02M 0.01%
27,879
+377
745
$1.02M 0.01%
24,780
+1,540
746
$1.01M 0.01%
928
+224
747
$1M 0.01%
20,517
+4,975
748
$1M 0.01%
27,135
-26,092
749
$1M 0.01%
27,443
750
$1M 0.01%
17,664
-9,913
28 29
30
31 32