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
201
$17.9M 0.09%
179,985
-9,766
202
$17.8M 0.09%
237,160
+44,997
203
$17.8M 0.09%
219,681
+69,537
204
$17.8M 0.09%
192,668
+26,563
205
$17.5M 0.09%
119,196
+764
206
$17.4M 0.09%
104,064
+17,141
207
$17.4M 0.09%
536,255
+24,439
208
$17M 0.09%
382,537
+26,893
209
$16.7M 0.09%
299,687
+49,370
210
$16.7M 0.09%
624,133
+9,008
211
$16.7M 0.09%
109,640
+767
212
$16.4M 0.09%
76,219
-1,335
213
$16.4M 0.09%
137,159
-5,309
214
$16.3M 0.08%
77,792
+443
215
$16.2M 0.08%
174,033
-20
216
$16.2M 0.08%
171,695
+23,134
217
$16.1M 0.08%
180,844
+4,050
218
$16.1M 0.08%
98,598
+14,466
219
$16M 0.08%
27,763
+5,627
220
$16M 0.08%
601,800
+175,200
221
$15.6M 0.08%
107,019
+554
222
$15.1M 0.08%
51,090
+6,109
223
$15.1M 0.08%
227,798
+70,010
224
$15M 0.08%
309,620
-1,904
225
$15M 0.08%
48
-13
7 8
9
10 11