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
101
$49.9M 0.26%
654,135
+27,146
102
$48.7M 0.25%
450,424
+26,485
103
$48.5M 0.25%
244,969
+15,326
104
$47.8M 0.25%
295,201
+30,521
105
$47.1M 0.25%
283,223
+22,404
106
$46.2M 0.24%
630,294
+12,897
107
$45.8M 0.24%
308,773
-8,667
108
$44.8M 0.23%
249,051
+4,137
109
$44.7M 0.23%
496,296
-64,525
110
$42.5M 0.22%
617,313
-22,656
111
$42.4M 0.22%
2,058,617
+277,113
112
$42M 0.22%
828,416
+153,758
113
$41.2M 0.21%
1,441,083
-12,140
114
$40.7M 0.21%
1,096,721
+16,601
115
$40.4M 0.21%
661,982
-36,424
116
$40.3M 0.21%
640,726
+112,501
117
$40.1M 0.21%
725,658
+122,665
118
$39.8M 0.21%
276,911
-504
119
$38.9M 0.2%
1,298,648
+68,159
120
$38.5M 0.2%
1,655,826
-211,704
121
$37.6M 0.2%
745,547
+56,948
122
$37.3M 0.19%
893,318
-68,614
123
$37.2M 0.19%
539,116
+77,839
124
$37.1M 0.19%
221,099
+23,621
125
$36.5M 0.19%
271,370
+25,694
3 4
5
6 7