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
76
$63.4M 0.33%
461,243
-16,004
77
$63.2M 0.33%
454,853
+44,234
78
$62.6M 0.33%
803,594
-5,399
79
$62.4M 0.33%
552,625
+25,336
80
$61.8M 0.32%
1,135,930
+99,779
81
$60.9M 0.32%
1,092,390
+138,706
82
$58.6M 0.31%
1,174,285
+20,873
83
$58.3M 0.3%
393,420
+15,517
84
$58M 0.3%
213,240
+4,480
85
$57.1M 0.3%
210,229
+22,351
86
$57.1M 0.3%
1,031,593
+54,400
87
$57M 0.3%
438,851
+1,937
88
$55.5M 0.29%
1,008,652
+41,830
89
$55.4M 0.29%
287,308
-1,217
90
$54.1M 0.28%
966,611
+81,443
91
$53.8M 0.28%
416,009
+92,996
92
$52.9M 0.28%
380,688
+7,771
93
$52.6M 0.27%
653,082
-53,496
94
$52.5M 0.27%
1,071,616
+60,558
95
$51.7M 0.27%
498,977
+4,166
96
$50.9M 0.27%
569,135
-30,937
97
$50.8M 0.26%
362,527
+20,694
98
$50.8M 0.26%
1,093,282
-81,496
99
$50.4M 0.26%
234,757
+19,133
100
$50.1M 0.26%
+1,025,551
2 3
4
5 6