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
126
$36M 0.19%
321,943
-7,693
127
$36M 0.19%
909,753
+140,394
128
$35.9M 0.19%
779,617
+148,016
129
$35.3M 0.18%
771,416
+116,669
130
$34.8M 0.18%
215,421
+43,770
131
$34.6M 0.18%
389,906
+72,076
132
$34.4M 0.18%
504,634
+45,666
133
$34.3M 0.18%
271,652
-1,265
134
$34.2M 0.18%
413,265
-1,796
135
$33.9M 0.18%
1,222,052
+140,328
136
$33.8M 0.18%
227,441
-16,771
137
$33.6M 0.17%
225,573
-19
138
$33.3M 0.17%
196,669
+12,614
139
$32.4M 0.17%
760,068
+11,440
140
$31.3M 0.16%
7,187,560
+1,037,760
141
$30.8M 0.16%
297,250
+26,862
142
$30.5M 0.16%
148,008
+19,689
143
$30.3M 0.16%
497,528
+17,280
144
$30.1M 0.16%
167,289
+37,342
145
$29.5M 0.15%
256,490
+1,793
146
$28.7M 0.15%
299,506
+8,313
147
$28.5M 0.15%
185,171
+9,250
148
$28.2M 0.15%
222,881
+61,694
149
$27.8M 0.15%
103,408
-1,865
150
$26M 0.14%
431,005
-43,822
4 5
6
7 8