JPMPWA

J.P. 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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$317M 3.79%
11,491,984
+104,492
2
$176M 2.1%
1,533,576
+67,658
3
$151M 1.8%
734,621
+116,830
4
$143M 1.7%
2,440,027
-138,483
5
$136M 1.63%
1,214,235
+32,123
6
$125M 1.5%
1,377,051
-618
7
$124M 1.48%
1,358,760
-2,970
8
$120M 1.44%
1,152,222
+202,482
9
$119M 1.42%
1,528,060
+21,941
10
$112M 1.34%
940,445
+190,935
11
$108M 1.29%
1,330,560
-162,373
12
$105M 1.26%
1,140,083
+30,688
13
$99.2M 1.18%
819,229
+16,200
14
$96.9M 1.16%
1,548,101
+3,837
15
$92.7M 1.11%
3,518,113
+254,999
16
$89M 1.06%
1,903,371
+386,436
17
$88.5M 1.06%
936,295
+12,228
18
$87.2M 1.04%
462,819
+137,040
19
$81.3M 0.97%
665,186
+13,754
20
$81.3M 0.97%
1,123,526
+41,871
21
$78.9M 0.94%
1,697,874
+11,415
22
$78.1M 0.93%
1,424,170
+14,290
23
$75.4M 0.9%
2,704,000
+469,284
24
$74.2M 0.89%
4,789,249
+1,510,920
25
$73.9M 0.88%
2,035,722
+68,146
1
2 3 4 5