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
851
$765K ﹤0.01%
26,447
+8,446
852
$763K ﹤0.01%
13,147
+3,375
853
$762K ﹤0.01%
+12,897
854
$762K ﹤0.01%
12,916
-1
855
$761K ﹤0.01%
16,875
-1,073
856
$761K ﹤0.01%
18,756
-210
857
$757K ﹤0.01%
5,742
+2,409
858
$756K ﹤0.01%
20,488
-708
859
$755K ﹤0.01%
9,308
+2,597
860
$749K ﹤0.01%
11,979
+4,166
861
$747K ﹤0.01%
23,693
-2,551
862
$746K ﹤0.01%
103,565
-1,466
863
$745K ﹤0.01%
16,091
+7,935
864
$743K ﹤0.01%
19,087
+5,764
865
$742K ﹤0.01%
45,396
-17,123
866
$739K ﹤0.01%
10,626
+1,319
867
$739K ﹤0.01%
142,036
-147
868
$737K ﹤0.01%
13,628
+7,147
869
$736K ﹤0.01%
4,320
-293
870
$733K ﹤0.01%
68,348
-973
871
$732K ﹤0.01%
3,786
+187
872
$730K ﹤0.01%
12,372
+4,815
873
$728K ﹤0.01%
+15,185
874
$726K ﹤0.01%
6,731
+2,111
875
$722K ﹤0.01%
18,674
-2,190
33 34
35
36 37