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
1201
$296K ﹤0.01%
14,792
+661
1202
$295K ﹤0.01%
+10,514
1203
$294K ﹤0.01%
+8,450
1204
$293K ﹤0.01%
+27,400
1205
$293K ﹤0.01%
5,626
1206
$292K ﹤0.01%
6,253
+185
1207
$291K ﹤0.01%
1,956
-272
1208
$291K ﹤0.01%
2,366
+713
1209
$290K ﹤0.01%
16,015
+575
1210
$288K ﹤0.01%
+12,001
1211
$287K ﹤0.01%
+3,503
1212
$287K ﹤0.01%
+5,656
1213
$286K ﹤0.01%
+3,596
1214
$286K ﹤0.01%
14,781
-158,674
1215
$285K ﹤0.01%
1,503
-84
1216
$285K ﹤0.01%
+8,443
1217
$283K ﹤0.01%
25,258
-3,797
1218
$283K ﹤0.01%
7,395
-445
1219
$283K ﹤0.01%
12,316
+432
1220
$281K ﹤0.01%
9,369
+51
1221
$277K ﹤0.01%
19,865
1222
$274K ﹤0.01%
24,687
+10,069
1223
$272K ﹤0.01%
8,814
1224
$271K ﹤0.01%
5,117
+717
1225
$271K ﹤0.01%
+5,452
47 48
49
50 51