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
1351
$197K ﹤0.01%
+11,324
1352
$190K ﹤0.01%
14,642
+3,625
1353
$189K ﹤0.01%
20,000
1354
$182K ﹤0.01%
12,702
+2,116
1355
$181K ﹤0.01%
+10,656
1356
$174K ﹤0.01%
+12,976
1357
$174K ﹤0.01%
20,106
1358
$172K ﹤0.01%
33,000
1359
$171K ﹤0.01%
644
+172
1360
$171K ﹤0.01%
16,335
-1,195
1361
$168K ﹤0.01%
24,568
-84,159
1362
$166K ﹤0.01%
43,132
-18,391
1363
$166K ﹤0.01%
13,560
+3,088
1364
$164K ﹤0.01%
11,029
+40
1365
$163K ﹤0.01%
10,715
-710
1366
$158K ﹤0.01%
+25,881
1367
$157K ﹤0.01%
+10,698
1368
$156K ﹤0.01%
14,441
-271,006
1369
$154K ﹤0.01%
30,442
+2,228
1370
$153K ﹤0.01%
+13,318
1371
$152K ﹤0.01%
+502
1372
$152K ﹤0.01%
+12,342
1373
$150K ﹤0.01%
12,465
+839
1374
$149K ﹤0.01%
153,098
-12,000
1375
$147K ﹤0.01%
45,265
+6,081
53 54
55
56 57