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
1126
$354K ﹤0.01%
11,245
-1,796
1127
$353K ﹤0.01%
+4,760
1128
$353K ﹤0.01%
5,720
1129
$352K ﹤0.01%
+21,672
1130
$352K ﹤0.01%
4,085
-555
1131
$350K ﹤0.01%
21,552
+1,310
1132
$350K ﹤0.01%
10,357
1133
$349K ﹤0.01%
17,140
+2,558
1134
$348K ﹤0.01%
+4,652
1135
$347K ﹤0.01%
5,261
-2,185
1136
$345K ﹤0.01%
4,274
-333
1137
$344K ﹤0.01%
11,489
-1,088
1138
$340K ﹤0.01%
12,964
+2,012
1139
$339K ﹤0.01%
8,433
1140
$339K ﹤0.01%
37,441
+21,424
1141
$339K ﹤0.01%
+9,984
1142
$338K ﹤0.01%
2,402
+193
1143
$338K ﹤0.01%
20,500
-100
1144
$338K ﹤0.01%
14,018
-6,075
1145
$337K ﹤0.01%
3,543
+83
1146
$337K ﹤0.01%
8,150
+3,446
1147
$336K ﹤0.01%
76,260
-118
1148
$335K ﹤0.01%
2,387
+303
1149
$335K ﹤0.01%
2,721
-394
1150
$332K ﹤0.01%
+5,281
44 45
46
47 48