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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1 +$32.2M
2 +$26.6M
3 +$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1 +$60.5M
2 +$22M
3 +$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$471M 4.39%
2,178,195
+21,982
2
$277M 2.58%
9,794,516
-138,836
3
$208M 1.94%
1,047,199
-110,524
4
$201M 1.87%
1,665,286
+15,048
5
$181M 1.68%
1,453,906
+167,772
6
$171M 1.59%
1,203,342
+31,973
7
$160M 1.49%
1,784,428
+47,271
8
$160M 1.49%
1,551,740
+60,099
9
$158M 1.47%
2,746,127
+107,079
10
$141M 1.31%
1,295,843
+26,428
11
$133M 1.24%
1,036,032
+46,681
12
$120M 1.12%
1,371,338
+31,108
13
$116M 1.08%
2,877,820
-31,100
14
$108M 1.01%
914,326
+15,170
15
$104M 0.96%
1,079,464
-61,554
16
$102M 0.95%
966,525
+10,539
17
$98.9M 0.92%
1,485,642
+69,531
18
$97.9M 0.91%
1,166,379
-138,620
19
$96.9M 0.9%
3,015,591
+48,680
20
$96M 0.89%
749,259
+60,316
21
$95.8M 0.89%
2,537,199
+41,811
22
$94.7M 0.88%
1,603,046
-4,318
23
$91.2M 0.85%
746,226
-31,800
24
$90.4M 0.84%
2,325,560
-167,640
25
$90.4M 0.84%
541,689
+14,583