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
1401
$70K ﹤0.01%
17,783
+5,385
1402
$69K ﹤0.01%
+380
1403
$63K ﹤0.01%
11,000
-30,000
1404
$63K ﹤0.01%
+15,666
1405
$58K ﹤0.01%
+12,958
1406
$55K ﹤0.01%
10,766
-3,570
1407
$55K ﹤0.01%
4,293
1408
$55K ﹤0.01%
1,482
-124
1409
$54K ﹤0.01%
+21,560
1410
$54K ﹤0.01%
2,352
-5,422
1411
$50K ﹤0.01%
+10,000
1412
$39K ﹤0.01%
2,505
-1,000
1413
$37K ﹤0.01%
19,030
-725
1414
$29K ﹤0.01%
12,166
-3,249
1415
$24K ﹤0.01%
+70
1416
$21K ﹤0.01%
1,417
1417
$19K ﹤0.01%
3,750
1418
$19K ﹤0.01%
+483
1419
$18K ﹤0.01%
12,360
-1,120
1420
$16K ﹤0.01%
1,063
-995
1421
$16K ﹤0.01%
732
1422
$12K ﹤0.01%
3,900
1423
$11K ﹤0.01%
183
-291
1424
$11K ﹤0.01%
+1,250
1425
$5K ﹤0.01%
1,071
55 56
57
58 59