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
1276
$239K ﹤0.01%
+3,372
1277
$238K ﹤0.01%
+3,001
1278
$237K ﹤0.01%
2,444
-185
1279
$237K ﹤0.01%
60,339
+1,073
1280
$237K ﹤0.01%
7,016
1281
$236K ﹤0.01%
6,500
1282
$236K ﹤0.01%
5,033
-316
1283
$235K ﹤0.01%
+8,038
1284
$235K ﹤0.01%
+20,224
1285
$235K ﹤0.01%
2,705
-187
1286
$233K ﹤0.01%
2,560
+32
1287
$233K ﹤0.01%
5,380
1288
$233K ﹤0.01%
+17,000
1289
$232K ﹤0.01%
+7,176
1290
$231K ﹤0.01%
18,365
1291
$231K ﹤0.01%
4,725
+116
1292
$230K ﹤0.01%
10,699
-77,883
1293
$230K ﹤0.01%
2,555
-8,626
1294
$230K ﹤0.01%
+5,820
1295
$229K ﹤0.01%
2,061
-296
1296
$226K ﹤0.01%
8,308
1297
$224K ﹤0.01%
2,478
+24
1298
$224K ﹤0.01%
+3,539
1299
$223K ﹤0.01%
3,472
-1,470
1300
$223K ﹤0.01%
+16,950
50 51
52
53 54