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
$5.92B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$16.7M
3
+$9.09M
4
GILD icon
Gilead Sciences
GILD
+$7.34M
5
CLB icon
Core Laboratories
CLB
+$7.33M

Top Sells

1
+$23.3M
2
+$8.9M
3
+$6.18M
4
CUT icon
Invesco MSCI Global Timber ETF
CUT
+$5.91M
5
DEO icon
Diageo
DEO
+$5.51M

Sector Composition

1 Technology 12.38%
2 Healthcare 11.49%
3 Financials 11.08%
4 Energy 10.55%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.7M 0.2%
247,534
-1,788
127
$11.3M 0.19%
237,598
+16,224
128
$11.2M 0.19%
318,775
+5,886
129
$10.8M 0.18%
203,986
+5,883
130
$10.8M 0.18%
173,606
-7,173
131
$10.8M 0.18%
1,492,980
+5,500
132
$10.5M 0.18%
428,707
+19,540
133
$10.3M 0.17%
182,312
+2,787
134
$10.2M 0.17%
190,515
+7,018
135
$10M 0.17%
163,717
+12,360
136
$9.92M 0.17%
156,298
+7,552
137
$9.82M 0.17%
145,913
+12,294
138
$9.66M 0.16%
335,487
+22,671
139
$9.61M 0.16%
83,242
+2,388
140
$9.58M 0.16%
124,461
+768
141
$9.53M 0.16%
204,717
-2,688
142
$9.38M 0.16%
50,193
+7,611
143
$9.31M 0.16%
181,362
-31,485
144
$9.12M 0.15%
217,416
+12,920
145
$9.1M 0.15%
231,636
+12,180
146
$9.1M 0.15%
54,446
+43,884
147
$9.07M 0.15%
344,510
-171,002
148
$9.05M 0.15%
336,180
+278
149
$8.95M 0.15%
99,143
+547
150
$8.95M 0.15%
155,054
+3,014
4 5
6
7 8