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
$5.92B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$16.7M
3
+$9.09M
4
GILD icon
Gilead Sciences
GILD
+$7.34M
5
CLB icon
Core Laboratories
CLB
+$7.33M

Top Sells

1
+$23.3M
2
+$8.9M
3
+$6.18M
4
CUT icon
Invesco MSCI Global Timber ETF
CUT
+$5.91M
5
DEO icon
Diageo
DEO
+$5.51M

Sector Composition

1 Technology 12.38%
2 Healthcare 11.49%
3 Financials 11.08%
4 Energy 10.55%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17M 0.29%
279,302
+36,928
102
$17M 0.29%
221,737
-5,898
103
$16.7M 0.28%
+505,766
104
$16.4M 0.28%
670,958
+15,378
105
$16.2M 0.27%
770,501
+943
106
$15.4M 0.26%
307,788
+8,553
107
$15M 0.25%
368,548
-1,024
108
$15M 0.25%
93,038
+25,108
109
$14.7M 0.25%
170,221
-58,172
110
$14.5M 0.25%
141,191
-1,208
111
$14.1M 0.24%
158,117
+8,414
112
$14M 0.24%
306,279
-7,083
113
$14M 0.24%
128,747
+4,271
114
$13.8M 0.23%
166,810
+110,017
115
$13.5M 0.23%
306,987
-1,115
116
$13.5M 0.23%
1,260
+326
117
$13.4M 0.23%
238,356
+7,478
118
$13.2M 0.22%
310,798
+4,561
119
$12.7M 0.21%
393,188
+62,783
120
$12.7M 0.21%
170,643
+11,015
121
$12.5M 0.21%
489,108
+17,176
122
$12.5M 0.21%
138,133
+4,781
123
$12.3M 0.21%
121,988
-11,004
124
$11.9M 0.2%
108,788
-847
125
$11.8M 0.2%
116,122
-1,547
3 4
5
6 7