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
$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
76
$22.7M 0.38%
269,478
+17,135
77
$22.6M 0.38%
273,765
+13,317
78
$22.3M 0.38%
264,747
+5,429
79
$22.1M 0.37%
422,479
+7,258
80
$21.9M 0.37%
197,084
-6,288
81
$21.9M 0.37%
175,621
+710
82
$21.3M 0.36%
549,344
-23,024
83
$21.2M 0.36%
256,358
+9,506
84
$20.6M 0.35%
79,300
85
$20.4M 0.34%
304,706
-7,562
86
$20.3M 0.34%
520,303
+4,667
87
$20.2M 0.34%
1,245,820
+163,700
88
$19.9M 0.34%
259,850
+38,161
89
$19.7M 0.33%
356,769
+8,097
90
$19.6M 0.33%
241,905
+18,506
91
$19.6M 0.33%
214,055
+18,849
92
$18.4M 0.31%
1,944,048
+402,487
93
$17.9M 0.3%
140,999
-43,330
94
$17.7M 0.3%
434,532
-3,984
95
$17.5M 0.3%
505,561
+33,027
96
$17.5M 0.3%
170,674
+9,944
97
$17.3M 0.29%
271,310
+14,186
98
$17.2M 0.29%
1,121,654
+127,562
99
$17.2M 0.29%
216,146
+2,877
100
$17M 0.29%
291,370
+11,459
2 3
4
5 6