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
826
$827K ﹤0.01%
17,156
+233
827
$827K ﹤0.01%
62,759
-5,993
828
$825K ﹤0.01%
10,443
+3,743
829
$823K ﹤0.01%
17,118
+2,564
830
$820K ﹤0.01%
24,753
+1,575
831
$816K ﹤0.01%
6,001
-10
832
$813K ﹤0.01%
34,596
-780
833
$809K ﹤0.01%
5,540
+672
834
$801K ﹤0.01%
265,174
+254,717
835
$800K ﹤0.01%
14,187
+798
836
$799K ﹤0.01%
5,882
+1,696
837
$798K ﹤0.01%
42,570
+9,210
838
$798K ﹤0.01%
5,274
+1,703
839
$789K ﹤0.01%
25,095
+3,364
840
$788K ﹤0.01%
28,827
+505
841
$787K ﹤0.01%
44,334
+15,076
842
$786K ﹤0.01%
19,124
-7,847
843
$783K ﹤0.01%
14,045
+1,115
844
$783K ﹤0.01%
31,648
-11,238
845
$781K ﹤0.01%
51,485
+2,755
846
$779K ﹤0.01%
81,375
-9,858
847
$775K ﹤0.01%
23,960
-1,085
848
$771K ﹤0.01%
1,480
+818
849
$770K ﹤0.01%
12,727
+3,066
850
$768K ﹤0.01%
7,854
+476
32 33
34
35 36