JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$99.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$49M

Top Sells

1
+$16.7M
2
+$8.17M
3
+$6.64M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.42M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$6.2M

Sector Composition

1 Technology 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$293K ﹤0.01%
8,961
+682
852
$291K ﹤0.01%
8,472
+47
853
$290K ﹤0.01%
+27,529
854
$288K ﹤0.01%
25,748
-25,000
855
$287K ﹤0.01%
+18,502
856
$287K ﹤0.01%
+20,950
857
$286K ﹤0.01%
3,784
-1,384
858
$286K ﹤0.01%
+4,670
859
$285K ﹤0.01%
+8,151
860
$284K ﹤0.01%
6,030
+953
861
$284K ﹤0.01%
+5,958
862
$283K ﹤0.01%
+5,712
863
$282K ﹤0.01%
7,279
+2,705
864
$281K ﹤0.01%
3,497
-1,777
865
$280K ﹤0.01%
+6,396
866
$278K ﹤0.01%
5,303
-454
867
$277K ﹤0.01%
+2,551
868
$276K ﹤0.01%
134,173
869
$275K ﹤0.01%
5,603
+189
870
$274K ﹤0.01%
+4,511
871
$274K ﹤0.01%
13,609
-4,479
872
$274K ﹤0.01%
6,280
+1,155
873
$274K ﹤0.01%
+241
874
$274K ﹤0.01%
6,376
-394
875
$271K ﹤0.01%
5,787
+717
33 34
35
36 37