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
1376
$146K ﹤0.01%
+41,593
1377
$144K ﹤0.01%
13,290
-14,284
1378
$144K ﹤0.01%
+10,598
1379
$138K ﹤0.01%
15,225
+3,070
1380
$136K ﹤0.01%
15,000
-2,000
1381
$136K ﹤0.01%
5,633
+1,274
1382
$136K ﹤0.01%
12,805
-80
1383
$134K ﹤0.01%
11,676
-2,256
1384
$132K ﹤0.01%
14,948
+2,261
1385
$130K ﹤0.01%
12,350
1386
$125K ﹤0.01%
21,400
+1,898
1387
$121K ﹤0.01%
12,065
-4,427
1388
$116K ﹤0.01%
30,404
-1,777
1389
$114K ﹤0.01%
1,086
+339
1390
$109K ﹤0.01%
207
-259
1391
$109K ﹤0.01%
2,000
1392
$109K ﹤0.01%
11,497
+620
1393
$108K ﹤0.01%
+19,724
1394
$97K ﹤0.01%
15,850
1395
$96K ﹤0.01%
+10,530
1396
$89K ﹤0.01%
+15,262
1397
$83K ﹤0.01%
24,101
-1,600
1398
$80K ﹤0.01%
+3,415
1399
$76K ﹤0.01%
+11,875
1400
$74K ﹤0.01%
25,490
54 55
56
57 58