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
976
$545K ﹤0.01%
47,384
-2,269
977
$544K ﹤0.01%
22,000
-5,597
978
$544K ﹤0.01%
44,330
+8,216
979
$538K ﹤0.01%
3,362
+380
980
$535K ﹤0.01%
24,046
-553
981
$533K ﹤0.01%
+2,002
982
$532K ﹤0.01%
93,175
983
$531K ﹤0.01%
7,010
-357
984
$529K ﹤0.01%
14,172
+1,800
985
$528K ﹤0.01%
12,077
+1,096
986
$524K ﹤0.01%
17,207
+7,785
987
$522K ﹤0.01%
30,228
-209,174
988
$521K ﹤0.01%
12,163
-1,826
989
$520K ﹤0.01%
7,714
+880
990
$520K ﹤0.01%
15,478
+43
991
$519K ﹤0.01%
+4,003
992
$516K ﹤0.01%
11,082
-60
993
$514K ﹤0.01%
12,634
-215
994
$513K ﹤0.01%
27,506
+615
995
$513K ﹤0.01%
50,084
+33,540
996
$512K ﹤0.01%
4,251
+2,894
997
$512K ﹤0.01%
928
+162
998
$512K ﹤0.01%
+5,001
999
$512K ﹤0.01%
30,208
+9
1000
$512K ﹤0.01%
17,239
+453
38 39
40
41 42