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
776
$230K ﹤0.01%
+8,596
777
$228K ﹤0.01%
+25,000
778
$228K ﹤0.01%
+5,070
779
$228K ﹤0.01%
491,360
-8,840
780
$227K ﹤0.01%
+424
781
$227K ﹤0.01%
3,000
-412
782
$226K ﹤0.01%
+3,575
783
$226K ﹤0.01%
+5,077
784
$226K ﹤0.01%
+3,273
785
$226K ﹤0.01%
6,826
-413
786
$226K ﹤0.01%
2,780
-138
787
$226K ﹤0.01%
16,810
-2,532
788
$225K ﹤0.01%
10,000
-1,080
789
$224K ﹤0.01%
+5,125
790
$224K ﹤0.01%
+1,969
791
$223K ﹤0.01%
+5,470
792
$223K ﹤0.01%
3,584
-106
793
$223K ﹤0.01%
7,572
-371
794
$222K ﹤0.01%
6,482
-3,280
795
$221K ﹤0.01%
+2,464
796
$221K ﹤0.01%
+6,766
797
$219K ﹤0.01%
18,750
798
$219K ﹤0.01%
12,600
-3,425
799
$219K ﹤0.01%
2,794
-91
800
$219K ﹤0.01%
+1,778
30 31
32
33 34