JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
851
$141K ﹤0.01%
10,000
-1,930
852
$135K ﹤0.01%
+3,159
853
$134K ﹤0.01%
+36,526
854
$133K ﹤0.01%
21,622
-4,110
855
$132K ﹤0.01%
10,300
856
$130K ﹤0.01%
14,417
-1,659
857
$123K ﹤0.01%
16,497
858
$108K ﹤0.01%
+12,176
859
$106K ﹤0.01%
12,094
-2,193
860
$102K ﹤0.01%
3,535
861
$102K ﹤0.01%
+10,635
862
$98K ﹤0.01%
20,000
863
$97K ﹤0.01%
+11,755
864
$97K ﹤0.01%
+1,687
865
$95K ﹤0.01%
2,738
-448
866
$93K ﹤0.01%
15,000
867
$92K ﹤0.01%
+10,454
868
$86K ﹤0.01%
2,507
+290
869
$77K ﹤0.01%
+607
870
$76K ﹤0.01%
23,731
-1,050
871
$69K ﹤0.01%
3,043
-1,643
872
$68K ﹤0.01%
20,000
873
$61K ﹤0.01%
429
874
$55K ﹤0.01%
14,604
+3,205
875
$52K ﹤0.01%
67,300
33 34
35
36 37