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
776
$941K ﹤0.01%
66,652
+7,382
777
$940K ﹤0.01%
24,964
-987
778
$936K ﹤0.01%
11,035
+3,508
779
$935K ﹤0.01%
28,055
-4,016
780
$929K ﹤0.01%
10,116
+3,155
781
$928K ﹤0.01%
14,414
-2,360
782
$928K ﹤0.01%
+36,000
783
$927K ﹤0.01%
21,810
-235
784
$927K ﹤0.01%
8,493
+352
785
$918K ﹤0.01%
17,771
+151
786
$917K ﹤0.01%
19,907
+2,680
787
$915K ﹤0.01%
34,348
+492
788
$913K ﹤0.01%
345,794
-43,842
789
$908K ﹤0.01%
18,684
+6,656
790
$907K ﹤0.01%
44,328
-27,086
791
$906K ﹤0.01%
33,444
+1,384
792
$903K ﹤0.01%
12,203
-1,403
793
$900K ﹤0.01%
26,356
794
$898K ﹤0.01%
41,834
-19,700
795
$897K ﹤0.01%
47,588
-11,076
796
$894K ﹤0.01%
24,156
+1,565
797
$892K ﹤0.01%
8,519
+2,243
798
$889K ﹤0.01%
21,638
-14,494
799
$889K ﹤0.01%
9,833
+3,982
800
$889K ﹤0.01%
26,477
+17,627
30 31
32
33 34