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
1001
$507K ﹤0.01%
46,485
+7,355
1002
$504K ﹤0.01%
3,672
+1,636
1003
$503K ﹤0.01%
20,775
1004
$501K ﹤0.01%
12,399
-10,470
1005
$501K ﹤0.01%
7,216
+1,992
1006
$500K ﹤0.01%
+12,825
1007
$497K ﹤0.01%
12,066
-300
1008
$496K ﹤0.01%
6,247
+1,497
1009
$495K ﹤0.01%
10,196
+3,043
1010
$494K ﹤0.01%
1,627
-18
1011
$494K ﹤0.01%
14,514
+542
1012
$490K ﹤0.01%
24,391
1013
$488K ﹤0.01%
2,953
+882
1014
$488K ﹤0.01%
5,329
+112
1015
$487K ﹤0.01%
20,847
-2,864
1016
$485K ﹤0.01%
7,631
+2,392
1017
$485K ﹤0.01%
+77,897
1018
$485K ﹤0.01%
24,750
-2,740
1019
$484K ﹤0.01%
20,396
+4,726
1020
$484K ﹤0.01%
7,147
+61
1021
$481K ﹤0.01%
28,866
-816
1022
$479K ﹤0.01%
20,090
1023
$479K ﹤0.01%
53,631
1024
$475K ﹤0.01%
12,604
+146
1025
$475K ﹤0.01%
+28,500
39 40
41
42 43