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
876
$52K ﹤0.01%
67,300
877
$50K ﹤0.01%
10,000
878
$47K ﹤0.01%
+1,325
879
$42K ﹤0.01%
+2,113
880
$41K ﹤0.01%
2,797
-24
881
$37K ﹤0.01%
4
882
$37K ﹤0.01%
+11,161
883
$30K ﹤0.01%
12,417
-96
884
$26K ﹤0.01%
11,439
+1,188
885
$22K ﹤0.01%
500
886
$15K ﹤0.01%
10,000
887
$11K ﹤0.01%
1,000
888
$10K ﹤0.01%
27,005
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889
– –
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890
– –
-9,010
891
– –
-103,112
892
– –
-3,164
893
– –
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894
– –
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895
– –
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896
– –
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897
– –
-719,886
898
– –
-14,967
899
– –
-13,087
900
– –
-6,247
34 35
36
37 38