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
176
$6.94M 0.12%
45,838
-1,929
177
$6.86M 0.12%
114,636
+30,780
178
$6.78M 0.11%
177,564
+4,980
179
$6.74M 0.11%
381,090
+2,380
180
$6.69M 0.11%
92,448
-1,059
181
$6.68M 0.11%
137,721
+17,944
182
$6.61M 0.11%
74,525
-11,426
183
$6.6M 0.11%
232,754
-217,991
184
$6.55M 0.11%
102,010
-174
185
$6.39M 0.11%
142,771
-1,159
186
$6.37M 0.11%
152,133
-4,212
187
$6.27M 0.11%
180,319
-715
188
$6.26M 0.11%
313,468
+13,645
189
$6.23M 0.11%
525,525
+65,420
190
$6.08M 0.1%
350,627
+85,943
191
$6.01M 0.1%
67,858
+10,644
192
$5.97M 0.1%
222,512
+35,340
193
$5.97M 0.1%
84,094
-15,944
194
$5.85M 0.1%
34,927
+8,723
195
$5.79M 0.1%
57,570
-1,810
196
$5.68M 0.1%
57,392
+33,049
197
$5.64M 0.1%
160,560
198
$5.55M 0.09%
78,712
-4,776
199
$5.49M 0.09%
104,884
-10,260
200
$5.49M 0.09%
135,057
+124,609
6 7
8
9 10