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
801
$218K ﹤0.01%
12,521
-2,237
802
$217K ﹤0.01%
+3,382
803
$217K ﹤0.01%
14,442
-8,680
804
$216K ﹤0.01%
+3,674
805
$215K ﹤0.01%
+15,677
806
$215K ﹤0.01%
+7,007
807
$214K ﹤0.01%
12,563
-1,708
808
$212K ﹤0.01%
10,859
-2,296
809
$211K ﹤0.01%
+3,487
810
$211K ﹤0.01%
6,153
-1,857
811
$210K ﹤0.01%
+10,640
812
$210K ﹤0.01%
4,670
-56
813
$209K ﹤0.01%
2,756
-196
814
$208K ﹤0.01%
+4,954
815
$207K ﹤0.01%
+5,516
816
$207K ﹤0.01%
+4,961
817
$207K ﹤0.01%
+2,352
818
$207K ﹤0.01%
4,016
-3,185
819
$206K ﹤0.01%
+3,570
820
$206K ﹤0.01%
5,100
821
$206K ﹤0.01%
10,850
-91
822
$204K ﹤0.01%
+4,325
823
$203K ﹤0.01%
4,580
-282
824
$203K ﹤0.01%
6,292
+302
825
$202K ﹤0.01%
+5,906
31 32
33
34 35