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
1476
– –
-16,679
1477
– –
-1,763
1478
– –
-8,605
1479
– –
-6,900
1480
– –
-7,191
1481
– –
-891
1482
– –
-17,397
1483
– –
-10,000
1484
– –
-500
1485
– –
-6,999
1486
– –
-222,175
1487
– –
-10,982
1488
– –
-6,298
1489
– –
-44,073
1490
– –
-7,664
1491
– –
-6,237
1492
– –
-2,660
1493
– –
-269,635
1494
– –
-4,762
1495
– –
-63,016
1496
– –
-10,000
1497
– –
-2,759
1498
– –
-42,690
1499
– –
-12,131
1500
– –
-15,357
57 58 59
60
61