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
1051
$427K ﹤0.01%
+11,545
1052
$424K ﹤0.01%
11,601
-9,708
1053
$422K ﹤0.01%
3,210
+1,108
1054
$419K ﹤0.01%
10,099
-4,130
1055
$419K ﹤0.01%
2,594
+209
1056
$418K ﹤0.01%
66,280
+12,676
1057
$418K ﹤0.01%
14,584
+4,947
1058
$416K ﹤0.01%
+15,475
1059
$416K ﹤0.01%
+7,752
1060
$416K ﹤0.01%
4,747
1061
$415K ﹤0.01%
11,441
+58
1062
$414K ﹤0.01%
15,076
+5,178
1063
$409K ﹤0.01%
+9,179
1064
$409K ﹤0.01%
26,160
+8,199
1065
$408K ﹤0.01%
+6,153
1066
$407K ﹤0.01%
16,196
-197
1067
$406K ﹤0.01%
1,365
+155
1068
$406K ﹤0.01%
16,005
+375
1069
$406K ﹤0.01%
4,147
+910
1070
$406K ﹤0.01%
19,403
+8,433
1071
$405K ﹤0.01%
+8,051
1072
$404K ﹤0.01%
+15,000
1073
$402K ﹤0.01%
16,702
+2,354
1074
$401K ﹤0.01%
12,741
+3,517
1075
$399K ﹤0.01%
2,336
41 42
43
44 45