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
151
$8.94M 0.15%
75,153
-338
152
$8.85M 0.15%
146,524
+1,166
153
$8.84M 0.15%
161,923
+99,733
154
$8.79M 0.15%
223,917
+5,687
155
$8.71M 0.15%
348,249
+27,669
156
$8.65M 0.15%
208,107
+10,484
157
$8.61M 0.15%
229,674
+11,808
158
$8.58M 0.14%
127,521
-22,007
159
$8.46M 0.14%
80,218
-2,801
160
$8.35M 0.14%
1,234,820
+13,000
161
$8.09M 0.14%
139,332
+4,841
162
$8.08M 0.14%
106,162
-23,186
163
$8.06M 0.14%
25,212
-82
164
$7.76M 0.13%
67,552
+1,526
165
$7.76M 0.13%
65,427
-2,300
166
$7.68M 0.13%
115,709
-2,855
167
$7.52M 0.13%
473,620
-115,936
168
$7.47M 0.13%
282,510
-51,025
169
$7.47M 0.13%
63,275
-571
170
$7.46M 0.13%
280,436
-152,066
171
$7.32M 0.12%
293,017
+13,680
172
$7.24M 0.12%
84,480
+8,640
173
$7.22M 0.12%
97,432
-1,071
174
$7.19M 0.12%
97,853
-2,745
175
$6.96M 0.12%
123,537
+9,098
5 6
7
8 9