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
1076
$397K ﹤0.01%
7,438
+2,297
1077
$396K ﹤0.01%
5,374
+1,428
1078
$396K ﹤0.01%
21,200
+6,640
1079
$396K ﹤0.01%
17,860
+1,780
1080
$395K ﹤0.01%
2,092
+468
1081
$394K ﹤0.01%
12,412
+3,277
1082
$392K ﹤0.01%
+21,078
1083
$392K ﹤0.01%
11,178
-7,584
1084
$392K ﹤0.01%
17,347
1085
$392K ﹤0.01%
6,908
-3
1086
$392K ﹤0.01%
43,929
1087
$391K ﹤0.01%
9,596
-170
1088
$390K ﹤0.01%
12,361
-45
1089
$390K ﹤0.01%
4,496
+469
1090
$389K ﹤0.01%
8,203
+842
1091
$389K ﹤0.01%
+19,449
1092
$387K ﹤0.01%
+6,928
1093
$386K ﹤0.01%
16,012
+5,848
1094
$384K ﹤0.01%
3,133
+436
1095
$381K ﹤0.01%
25,891
-1,519
1096
$381K ﹤0.01%
+13,969
1097
$380K ﹤0.01%
65,200
1098
$380K ﹤0.01%
14,861
-4,138
1099
$380K ﹤0.01%
7,085
-794
1100
$379K ﹤0.01%
20,662
-9,310
42 43
44
45 46