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
1301
$223K ﹤0.01%
+9,443
1302
$222K ﹤0.01%
+2,466
1303
$222K ﹤0.01%
2,853
+27
1304
$221K ﹤0.01%
16,690
+5,817
1305
$220K ﹤0.01%
2,951
1306
$220K ﹤0.01%
+4,440
1307
$220K ﹤0.01%
+5,218
1308
$219K ﹤0.01%
+21,400
1309
$219K ﹤0.01%
6,450
-51
1310
$219K ﹤0.01%
+4,228
1311
$218K ﹤0.01%
+3,825
1312
$218K ﹤0.01%
2,137
+107
1313
$218K ﹤0.01%
+2,654
1314
$218K ﹤0.01%
+5,185
1315
$218K ﹤0.01%
8,564
1316
$217K ﹤0.01%
10,523
-500
1317
$216K ﹤0.01%
+3,244
1318
$216K ﹤0.01%
+4,029
1319
$215K ﹤0.01%
+2,529
1320
$214K ﹤0.01%
11,186
-1,536
1321
$214K ﹤0.01%
3,603
-429
1322
$214K ﹤0.01%
+3,865
1323
$214K ﹤0.01%
2,160
-17
1324
$213K ﹤0.01%
+2,608
1325
$213K ﹤0.01%
12,817
+110
51 52
53
54 55