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
876
$722K ﹤0.01%
4,302
+1,311
877
$718K ﹤0.01%
23,405
-12,454
878
$718K ﹤0.01%
57,539
-8,816
879
$715K ﹤0.01%
49,633
+28,119
880
$712K ﹤0.01%
31,156
-393
881
$712K ﹤0.01%
18,776
+3,479
882
$709K ﹤0.01%
8,253
+1,429
883
$709K ﹤0.01%
7,747
+2,051
884
$708K ﹤0.01%
8,080
+1,161
885
$705K ﹤0.01%
5,272
+130
886
$704K ﹤0.01%
15,701
+1,105
887
$704K ﹤0.01%
16,188
888
$702K ﹤0.01%
47,821
+18,249
889
$699K ﹤0.01%
16,505
+6,000
890
$697K ﹤0.01%
11,736
+4,033
891
$696K ﹤0.01%
23,884
+940
892
$692K ﹤0.01%
8,954
+2,756
893
$687K ﹤0.01%
10,794
-4,242
894
$684K ﹤0.01%
23,656
-146
895
$681K ﹤0.01%
11,597
-1,275
896
$680K ﹤0.01%
13,063
+1,028
897
$680K ﹤0.01%
21,929
+62
898
$678K ﹤0.01%
14,602
-1,384
899
$678K ﹤0.01%
14,094
-2,669
900
$674K ﹤0.01%
4,807
-467
34 35
36
37 38