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
751
$999K 0.01%
16,095
-1,449
752
$997K 0.01%
13,970
-2,712
753
$993K 0.01%
57,408
+37
754
$992K 0.01%
15,069
-140
755
$992K 0.01%
22,074
-238
756
$990K 0.01%
40,214
+1,373
757
$988K 0.01%
33,298
+7,328
758
$987K 0.01%
8,290
+3,164
759
$982K 0.01%
14,883
-160
760
$980K 0.01%
8,393
+2,900
761
$979K 0.01%
8,718
+520
762
$978K 0.01%
+14,351
763
$977K 0.01%
55,548
+5,824
764
$977K 0.01%
18,321
+3,734
765
$975K 0.01%
16,431
766
$974K 0.01%
13,199
+571
767
$974K 0.01%
17,121
+246
768
$973K 0.01%
16,410
+5,180
769
$973K 0.01%
30,317
+4,091
770
$967K 0.01%
139,154
-5,014
771
$962K 0.01%
27,252
-3,013
772
$961K 0.01%
33,420
773
$945K ﹤0.01%
19,201
+8,463
774
$945K ﹤0.01%
8,827
+914
775
$945K ﹤0.01%
6,123
+849
29 30
31
32 33