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
1326
$213K ﹤0.01%
1,568
+98
1327
$213K ﹤0.01%
+8,534
1328
$211K ﹤0.01%
13,201
-5,319
1329
$211K ﹤0.01%
7,876
-1,106
1330
$210K ﹤0.01%
916
-480
1331
$210K ﹤0.01%
+9,712
1332
$210K ﹤0.01%
+1,672
1333
$209K ﹤0.01%
7,826
-4,506
1334
$209K ﹤0.01%
3,920
-6,850
1335
$208K ﹤0.01%
+6,233
1336
$207K ﹤0.01%
+6,252
1337
$207K ﹤0.01%
4,764
-726
1338
$206K ﹤0.01%
3,800
-1,237
1339
$206K ﹤0.01%
+5,724
1340
$206K ﹤0.01%
4,814
-492
1341
$206K ﹤0.01%
+10,726
1342
$205K ﹤0.01%
3,489
1343
$205K ﹤0.01%
26,569
+5,846
1344
$205K ﹤0.01%
13,232
-24,400
1345
$204K ﹤0.01%
+2,643
1346
$202K ﹤0.01%
1,074
-245
1347
$201K ﹤0.01%
+5,929
1348
$200K ﹤0.01%
3,800
-200
1349
$198K ﹤0.01%
12,451
1350
$198K ﹤0.01%
12,484
+120
52 53
54
55 56