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
201
$5.36M 0.09%
133,425
+63,812
202
$5.31M 0.09%
36,356
-22,393
203
$5.26M 0.09%
197,820
+11,258
204
$5.2M 0.09%
44,402
+3,220
205
$5.19M 0.09%
63,514
+5,554
206
$5.16M 0.09%
113,816
+1,702
207
$4.95M 0.08%
38,868
+3,131
208
$4.76M 0.08%
110,419
-1,850
209
$4.76M 0.08%
127,884
-5,150
210
$4.55M 0.08%
44,027
+5,406
211
$4.5M 0.08%
44,304
-204
212
$4.38M 0.07%
51,488
+4,419
213
$4.35M 0.07%
13,793
+1,965
214
$4.33M 0.07%
101,644
-2,938
215
$4.32M 0.07%
201,854
+21,584
216
$4.28M 0.07%
40,125
-362
217
$4.28M 0.07%
45,842
+18
218
$4.25M 0.07%
79,853
+1,757
219
$4.15M 0.07%
61,896
-132
220
$4.14M 0.07%
46,078
+14,422
221
$4.13M 0.07%
39,555
-9,955
222
$4.1M 0.07%
42,351
+4,133
223
$4.05M 0.07%
78,796
+357
224
$3.99M 0.07%
69,516
+50
225
$3.97M 0.07%
54,721
+30,386
7 8
9
10 11