JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
926
– –
-4,353
927
– –
-17,650
928
– –
-1,262
929
– –
-46,875
930
– –
-9,295
931
– –
-1,118
932
– –
-11,239
933
– –
-11,925
934
– –
-5,624
935
– –
-58,519
936
– –
-10,720
937
– –
-3,077
938
– –
-91,000
939
– –
-3,823
940
– –
-3,750
941
– –
-14,580
942
– –
-11,546
943
– –
-3,454
944
– –
-12,411
945
– –
-14,497
946
– –
-11,008
947
– –
-12,336
948
– –
-18,075
949
– –
-10,000
950
– –
-7,000
35 36 37
38
39