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
901
$672K ﹤0.01%
10,182
+3,530
902
$671K ﹤0.01%
34,923
+20,071
903
$670K ﹤0.01%
21,396
+12,590
904
$669K ﹤0.01%
13,139
-1,253
905
$668K ﹤0.01%
37,096
+457
906
$667K ﹤0.01%
48,450
-5,961
907
$667K ﹤0.01%
3,302
+745
908
$666K ﹤0.01%
17,973
+672
909
$666K ﹤0.01%
46,680
+17,439
910
$666K ﹤0.01%
14,885
+66
911
$664K ﹤0.01%
44,496
-177,600
912
$664K ﹤0.01%
4,377
+218
913
$664K ﹤0.01%
7,740
+660
914
$663K ﹤0.01%
33,069
+16,044
915
$662K ﹤0.01%
2,910
+888
916
$661K ﹤0.01%
4,185
+964
917
$659K ﹤0.01%
42,467
+431
918
$653K ﹤0.01%
11,561
+419
919
$652K ﹤0.01%
48,905
+17,370
920
$649K ﹤0.01%
6,972
+3,588
921
$648K ﹤0.01%
46,589
-8,955
922
$643K ﹤0.01%
13,355
-4,491
923
$642K ﹤0.01%
9,315
924
$631K ﹤0.01%
35,905
+3,881
925
$625K ﹤0.01%
4,608
-1,792
35 36
37
38 39