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
1026
$473K ﹤0.01%
5,915
+352
1027
$473K ﹤0.01%
1,851
+53
1028
$473K ﹤0.01%
5,364
+181
1029
$472K ﹤0.01%
12,982
+1,847
1030
$468K ﹤0.01%
31,797
1031
$466K ﹤0.01%
11,986
+219
1032
$465K ﹤0.01%
3,179
+1,629
1033
$464K ﹤0.01%
+10,000
1034
$464K ﹤0.01%
17,029
+4,416
1035
$462K ﹤0.01%
31,664
-17,403
1036
$457K ﹤0.01%
5,197
+2,900
1037
$455K ﹤0.01%
3,386
-450
1038
$452K ﹤0.01%
9,689
+3,087
1039
$452K ﹤0.01%
13,040
+3,131
1040
$448K ﹤0.01%
5,990
+69
1041
$447K ﹤0.01%
+6,758
1042
$447K ﹤0.01%
42,568
+9,200
1043
$446K ﹤0.01%
+6,273
1044
$445K ﹤0.01%
19,578
-18
1045
$443K ﹤0.01%
18,036
+922
1046
$443K ﹤0.01%
12,258
+3,467
1047
$438K ﹤0.01%
2,654
+56
1048
$436K ﹤0.01%
+5,805
1049
$432K ﹤0.01%
7,006
+3,066
1050
$430K ﹤0.01%
9,231
-105
40 41
42
43 44