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
151
$25.5M 0.13%
293,252
+46
152
$25.3M 0.13%
333,073
+14,499
153
$25.2M 0.13%
56,597
-3,189
154
$25.2M 0.13%
341,581
-419,225
155
$25M 0.13%
334,503
+4,396
156
$24.8M 0.13%
199,124
+32,877
157
$24.3M 0.13%
433,584
+9,544
158
$24.2M 0.13%
204,417
+25,937
159
$23.9M 0.12%
131,441
+7,447
160
$23.8M 0.12%
112,622
-2,968
161
$23.4M 0.12%
181,924
+5,058
162
$23.1M 0.12%
410,026
-13,512
163
$23.1M 0.12%
679,062
+23,688
164
$22.8M 0.12%
398,254
+38,913
165
$22.7M 0.12%
541,924
+15,904
166
$22.5M 0.12%
506,952
-28,364
167
$22.4M 0.12%
335,568
+46,273
168
$22.3M 0.12%
112,249
+9,519
169
$22.2M 0.12%
350,434
+19,554
170
$22M 0.11%
299,730
+13,730
171
$22M 0.11%
183,215
+13,185
172
$21.9M 0.11%
101,468
+5,194
173
$21.4M 0.11%
614,819
+6,743
174
$21.4M 0.11%
303,144
-4,959
175
$21.3M 0.11%
134,127
+30,199
5 6
7
8 9