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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.01B 6.68%
3,802,318
+127,325
2
$408M 2.69%
9,645,424
-44,100
3
$320M 2.11%
1,304,519
+22,518
4
$261M 1.72%
1,712,872
+34,973
5
$258M 1.7%
1,738,555
-39,750
6
$241M 1.59%
2,819,744
+112,058
7
$217M 1.43%
1,227,095
+13,980
8
$214M 1.41%
1,592,591
+53,653
9
$210M 1.38%
1,678,438
+71,894
10
$201M 1.32%
1,970,865
-29,892
11
$200M 1.32%
1,606,276
+35,341
12
$190M 1.25%
705,963
+105,906
13
$175M 1.15%
1,636,087
+56,520
14
$172M 1.13%
1,867,909
+18,082
15
$159M 1.05%
1,003,831
-25,257
16
$154M 1.01%
1,282,349
+27,288
17
$151M 0.99%
2,858,800
-3,920
18
$146M 0.96%
4,944,449
+1,132,840
19
$140M 0.92%
2,954,190
+1,501,237
20
$139M 0.92%
3,018,093
+229,705
21
$137M 0.9%
977,828
+43,211
22
$134M 0.88%
862,457
+57,407
23
$131M 0.86%
2,244,320
+204,760
24
$127M 0.83%
1,756,962
+6,068
25
$119M 0.78%
3,109,034
+28,771
1
2 3 4 5