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
1101
$378K ﹤0.01%
16,676
+4,853
1102
$377K ﹤0.01%
2,067
+707
1103
$377K ﹤0.01%
10,759
-79
1104
$377K ﹤0.01%
8,323
+2,811
1105
$376K ﹤0.01%
7,440
-1,104
1106
$376K ﹤0.01%
7,254
+1,523
1107
$376K ﹤0.01%
+46,000
1108
$375K ﹤0.01%
+33,765
1109
$372K ﹤0.01%
1,119
+141
1110
$367K ﹤0.01%
+3,970
1111
$366K ﹤0.01%
11,452
+59
1112
$365K ﹤0.01%
7,879
-3,090
1113
$364K ﹤0.01%
9,781
-159,066
1114
$364K ﹤0.01%
+1,489
1115
$364K ﹤0.01%
+2,790
1116
$361K ﹤0.01%
6,793
+3
1117
$359K ﹤0.01%
8,698
+1,622
1118
$358K ﹤0.01%
6,506
+1,328
1119
$356K ﹤0.01%
+26,353
1120
$356K ﹤0.01%
4,586
+475
1121
$355K ﹤0.01%
24,096
+3,158
1122
$355K ﹤0.01%
+4,490
1123
$355K ﹤0.01%
+6,892
1124
$354K ﹤0.01%
+30,460
1125
$354K ﹤0.01%
115,243
43 44
45
46 47