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
801
$889K ﹤0.01%
18,601
+1,172
802
$886K ﹤0.01%
52,700
-24,600
803
$875K ﹤0.01%
27,380
-117
804
$873K ﹤0.01%
50,000
805
$872K ﹤0.01%
36,815
806
$871K ﹤0.01%
27,573
+1,216
807
$862K ﹤0.01%
31,172
+6,293
808
$861K ﹤0.01%
6,966
+4,033
809
$860K ﹤0.01%
15,914
-182
810
$858K ﹤0.01%
13,223
+4,387
811
$853K ﹤0.01%
6,429
-542
812
$853K ﹤0.01%
28,386
-2,960
813
$852K ﹤0.01%
69,967
+22,078
814
$851K ﹤0.01%
12,681
+3,747
815
$850K ﹤0.01%
22,232
+4,346
816
$850K ﹤0.01%
14,466
+4,128
817
$848K ﹤0.01%
+62,536
818
$844K ﹤0.01%
6,718
+174
819
$843K ﹤0.01%
71,280
+19,520
820
$842K ﹤0.01%
18,599
+2,415
821
$842K ﹤0.01%
10,640
+2,936
822
$842K ﹤0.01%
42,290
+3,659
823
$840K ﹤0.01%
47,146
-2,512
824
$837K ﹤0.01%
16,014
+5,249
825
$829K ﹤0.01%
32,143
-6,143
31 32
33
34 35