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
1226
$268K ﹤0.01%
8,565
-350
1227
$268K ﹤0.01%
2,759
-250
1228
$268K ﹤0.01%
2,425
-106
1229
$268K ﹤0.01%
8,405
-87
1230
$268K ﹤0.01%
6,109
+200
1231
$267K ﹤0.01%
4,446
+367
1232
$267K ﹤0.01%
1,383
-387
1233
$267K ﹤0.01%
+17,282
1234
$266K ﹤0.01%
2,336
+316
1235
$265K ﹤0.01%
+24,923
1236
$264K ﹤0.01%
2,948
+111
1237
$264K ﹤0.01%
2,111
-376
1238
$264K ﹤0.01%
52,080
+14,110
1239
$263K ﹤0.01%
11,567
+167
1240
$263K ﹤0.01%
3,564
+432
1241
$263K ﹤0.01%
1,081
+5
1242
$262K ﹤0.01%
+5,487
1243
$262K ﹤0.01%
+8,114
1244
$262K ﹤0.01%
2,118
-739
1245
$261K ﹤0.01%
394
-11
1246
$260K ﹤0.01%
+3,659
1247
$260K ﹤0.01%
+11,183
1248
$259K ﹤0.01%
7,928
-5,219
1249
$257K ﹤0.01%
3,700
1250
$256K ﹤0.01%
4,716
48 49
50
51 52