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
826
$202K ﹤0.01%
+2,141
827
$202K ﹤0.01%
+3,264
828
$202K ﹤0.01%
3,740
-4,459
829
$202K ﹤0.01%
+13,071
830
$202K ﹤0.01%
10,670
-2,290
831
$200K ﹤0.01%
+666
832
$200K ﹤0.01%
3,600
-3,285
833
$198K ﹤0.01%
14,435
834
$196K ﹤0.01%
12,329
-3,261
835
$188K ﹤0.01%
14,448
-73
836
$186K ﹤0.01%
49,966
+7,586
837
$180K ﹤0.01%
1,105
-1
838
$178K ﹤0.01%
3,125
+1,125
839
$177K ﹤0.01%
+14,966
840
$176K ﹤0.01%
14,500
+140
841
$172K ﹤0.01%
15,000
-10,035
842
$169K ﹤0.01%
12,329
843
$167K ﹤0.01%
1,263
-200
844
$166K ﹤0.01%
10,496
-713
845
$164K ﹤0.01%
4,574
-1,929
846
$163K ﹤0.01%
+27,340
847
$163K ﹤0.01%
11,000
-7,500
848
$154K ﹤0.01%
13,148
-2,125
849
$153K ﹤0.01%
15,475
-2,127
850
$144K ﹤0.01%
10,067
+3
32 33
34
35 36