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
1501
– –
-80,007
1502
– –
-12,501
1503
– –
-10,806
1504
– –
-22,086
1505
– –
-14,350
1506
– –
-12,184
1507
– –
-9,610
1508
– –
-839,000
1509
– –
-23,072
1510
– –
-48,835
1511
– –
-3,115
1512
– –
-29,412
1513
– –
-9,714
1514
– –
-48,792
1515
– –
-14,878
1516
– –
-13,079
1517
– –
-38,977
1518
– –
-56,052
1519
– –
-1,831
1520
– –
-40,146
1521
– –
-51,228
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