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
1176
$313K ﹤0.01%
+3,258
1177
$312K ﹤0.01%
7,015
-2,779
1178
$311K ﹤0.01%
11,849
+277
1179
$310K ﹤0.01%
+6,776
1180
$309K ﹤0.01%
7,674
+142
1181
$308K ﹤0.01%
9,751
-9,495
1182
$308K ﹤0.01%
4,726
+436
1183
$307K ﹤0.01%
+14,800
1184
$307K ﹤0.01%
+5,312
1185
$305K ﹤0.01%
19,855
+3,660
1186
$305K ﹤0.01%
+3,309
1187
$305K ﹤0.01%
33,932
1188
$304K ﹤0.01%
6,690
+1,800
1189
$303K ﹤0.01%
+7,259
1190
$303K ﹤0.01%
+2,671
1191
$302K ﹤0.01%
2,406
-516
1192
$301K ﹤0.01%
6,534
1193
$301K ﹤0.01%
40,726
+888
1194
$301K ﹤0.01%
4,092
1195
$300K ﹤0.01%
3,386
+433
1196
$300K ﹤0.01%
70,000
1197
$299K ﹤0.01%
+11,599
1198
$297K ﹤0.01%
+3,629
1199
$297K ﹤0.01%
18,732
+3,187
1200
$297K ﹤0.01%
1,070
46 47
48
49 50