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
926
$623K ﹤0.01%
13,370
+2,640
927
$622K ﹤0.01%
2,580
+412
928
$620K ﹤0.01%
23,053
-103,953
929
$616K ﹤0.01%
2,909
+424
930
$611K ﹤0.01%
+8,245
931
$610K ﹤0.01%
71,818
-20,154
932
$606K ﹤0.01%
9,371
-1,618
933
$603K ﹤0.01%
5,091
+1,033
934
$602K ﹤0.01%
10,983
+32
935
$600K ﹤0.01%
13,999
+3,067
936
$596K ﹤0.01%
5,752
+4,178
937
$595K ﹤0.01%
19,937
+4,237
938
$594K ﹤0.01%
5,684
+552
939
$592K ﹤0.01%
8,306
-502
940
$592K ﹤0.01%
7,268
941
$591K ﹤0.01%
11,232
+188
942
$587K ﹤0.01%
16,230
+1,128
943
$587K ﹤0.01%
6,148
-12,149
944
$586K ﹤0.01%
18,220
-196
945
$585K ﹤0.01%
9,964
+3,300
946
$585K ﹤0.01%
11,063
-423
947
$583K ﹤0.01%
2,481
-1,302
948
$583K ﹤0.01%
51,581
-1,522
949
$582K ﹤0.01%
9,106
+5,462
950
$580K ﹤0.01%
8,775
+1,374
36 37
38
39 40