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
751
$248K ﹤0.01%
4,823
+26
752
$247K ﹤0.01%
+5,711
753
$247K ﹤0.01%
4,463
-241
754
$246K ﹤0.01%
6,203
-1,698
755
$246K ﹤0.01%
2,845
-1,184
756
$246K ﹤0.01%
8,252
+995
757
$245K ﹤0.01%
6,214
-2,935
758
$245K ﹤0.01%
11,820
+980
759
$245K ﹤0.01%
9,000
760
$243K ﹤0.01%
3,950
+685
761
$242K ﹤0.01%
12,990
-1,605
762
$242K ﹤0.01%
5,121
-18
763
$241K ﹤0.01%
1,925
-1,781
764
$241K ﹤0.01%
2,660
-2,051
765
$239K ﹤0.01%
+9,482
766
$236K ﹤0.01%
+4,026
767
$235K ﹤0.01%
3,550
-115
768
$235K ﹤0.01%
9,280
-657
769
$235K ﹤0.01%
+2,560
770
$235K ﹤0.01%
4,738
+86
771
$235K ﹤0.01%
9,792
-4,629
772
$234K ﹤0.01%
11,327
+150
773
$232K ﹤0.01%
9,148
-763
774
$231K ﹤0.01%
5,047
-4,701
775
$230K ﹤0.01%
+5,353
29 30
31
32 33