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
951
$578K ﹤0.01%
+20,152
952
$578K ﹤0.01%
+12,300
953
$576K ﹤0.01%
+1,222
954
$576K ﹤0.01%
35,512
+24,707
955
$575K ﹤0.01%
32,060
-10,900
956
$575K ﹤0.01%
11,226
+362
957
$574K ﹤0.01%
11,720
-272
958
$573K ﹤0.01%
29,571
+16,110
959
$570K ﹤0.01%
16,016
+622
960
$568K ﹤0.01%
30,015
-3,201
961
$566K ﹤0.01%
23,788
+3,004
962
$564K ﹤0.01%
25,687
-1,515
963
$563K ﹤0.01%
8,973
+2,209
964
$563K ﹤0.01%
9,067
+3,317
965
$562K ﹤0.01%
41,450
966
$560K ﹤0.01%
57,394
-4,762
967
$560K ﹤0.01%
4,030
+2,149
968
$559K ﹤0.01%
9,876
-34
969
$557K ﹤0.01%
1,333
+33
970
$555K ﹤0.01%
44,365
-61
971
$552K ﹤0.01%
119,409
+4,180
972
$551K ﹤0.01%
18,246
+6,294
973
$551K ﹤0.01%
8,410
974
$551K ﹤0.01%
3,932
975
$546K ﹤0.01%
12,260
-988
37 38
39
40 41