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
1251
$256K ﹤0.01%
+796
1252
$255K ﹤0.01%
6,055
+105
1253
$255K ﹤0.01%
9,215
-635
1254
$254K ﹤0.01%
+10,752
1255
$252K ﹤0.01%
+2,279
1256
$252K ﹤0.01%
22,086
-584
1257
$252K ﹤0.01%
9,205
-2,724
1258
$251K ﹤0.01%
19,272
+1,159
1259
$247K ﹤0.01%
+12,153
1260
$246K ﹤0.01%
2,727
1261
$245K ﹤0.01%
2,793
+71
1262
$245K ﹤0.01%
897
-67
1263
$244K ﹤0.01%
5,542
-1,069
1264
$243K ﹤0.01%
4,379
+346
1265
$243K ﹤0.01%
+7,824
1266
$243K ﹤0.01%
1,893
-2,686
1267
$243K ﹤0.01%
+3,979
1268
$242K ﹤0.01%
+739
1269
$241K ﹤0.01%
5,479
+38
1270
$241K ﹤0.01%
+917
1271
$241K ﹤0.01%
2,617
1272
$240K ﹤0.01%
9,776
+38
1273
$240K ﹤0.01%
3,241
+100
1274
$239K ﹤0.01%
+1,847
1275
$239K ﹤0.01%
+12,598
49 50
51
52 53