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
1151
$329K ﹤0.01%
7,431
-192
1152
$329K ﹤0.01%
3,231
-3,008
1153
$328K ﹤0.01%
+11,187
1154
$328K ﹤0.01%
+9,265
1155
$327K ﹤0.01%
+5,722
1156
$327K ﹤0.01%
+2,032
1157
$327K ﹤0.01%
+6,620
1158
$327K ﹤0.01%
+4,493
1159
$326K ﹤0.01%
2,419
+193
1160
$324K ﹤0.01%
2,636
-1,363
1161
$323K ﹤0.01%
9,210
+1,988
1162
$322K ﹤0.01%
+18,096
1163
$321K ﹤0.01%
7,993
-687
1164
$320K ﹤0.01%
7,154
-4,198
1165
$320K ﹤0.01%
+8,029
1166
$319K ﹤0.01%
11,596
-136
1167
$318K ﹤0.01%
8,676
-9,791
1168
$318K ﹤0.01%
8,357
+2,438
1169
$316K ﹤0.01%
3,218
+757
1170
$315K ﹤0.01%
36,650
+131
1171
$315K ﹤0.01%
2,899
-12
1172
$314K ﹤0.01%
14,605
-891
1173
$314K ﹤0.01%
21,250
1174
$314K ﹤0.01%
7,015
+386
1175
$313K ﹤0.01%
+21,810
45 46
47
48 49