JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1426
– –
-24,261
1427
– –
-23,072
1428
– –
-48,835
1429
– –
-3,115
1430
– –
-26,451
1431
– –
-5,353
1432
– –
-53,235
1433
– –
-8,564
1434
– –
-21,117
1435
– –
-17,106
1436
– –
-49,555
1437
– –
-15,104
1438
– –
-4,631
1439
– –
-13,902
1440
– –
-10,320
1441
– –
-103,005
1442
– –
-12,042
1443
– –
-10,582
1444
– –
-2,007
1445
– –
-1,339
1446
– –
-15,000
1447
– –
-9,550
1448
– –
-5,348
1449
– –
-10,420
1450
– –
-6,750
56 57
58
59 60