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
176
$21.2M 0.11%
136,329
+19,042
177
$21.1M 0.11%
184,972
+16,659
178
$21M 0.11%
101,275
-25,511
179
$20.9M 0.11%
1,600,157
+430,511
180
$20.8M 0.11%
173,107
-7,754
181
$20.4M 0.11%
385,287
+13,350
182
$20.3M 0.11%
82,439
+397
183
$20.3M 0.11%
379,217
-30,560
184
$20M 0.1%
212,054
+60,539
185
$19.9M 0.1%
223,548
+12,458
186
$19.8M 0.1%
91,969
+8,927
187
$19.8M 0.1%
501,967
+2,377
188
$19.7M 0.1%
254,647
+64,110
189
$19.5M 0.1%
251,427
-25,075
190
$19.4M 0.1%
195,273
-3,356
191
$19.1M 0.1%
97,468
+15,249
192
$18.8M 0.1%
815,570
-50,810
193
$18.8M 0.1%
305,904
+19,658
194
$18.7M 0.1%
160,345
-1,173
195
$18.3M 0.1%
208,900
-14,743
196
$18.2M 0.1%
648,954
+411,545
197
$18.2M 0.09%
351,395
+24,521
198
$18.1M 0.09%
515,731
+111,705
199
$18M 0.09%
121,965
-10,457
200
$17.9M 0.09%
224,056
+6,898
6 7
8
9 10