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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$965M 5.03%
3,417,161
+57,171
2
$525M 2.74%
11,050,480
+464,660
3
$420M 2.19%
1,616,344
+56
4
$383M 2%
3,248,410
+131,358
5
$297M 1.55%
1,045,220
-70,806
6
$296M 1.54%
1,879,505
-26,687
7
$293M 1.53%
1,911,996
+76,689
8
$258M 1.35%
2,898,080
+141,700
9
$227M 1.18%
1,359,419
-52,666
10
$226M 1.18%
1,828,527
-125,595
11
$216M 1.13%
2,135,354
+111,223
12
$211M 1.1%
1,392,211
+106,256
13
$209M 1.09%
1,910,135
-244,115
14
$205M 1.07%
1,665,969
-14,402
15
$203M 1.06%
3,136,287
-67,111
16
$201M 1.05%
1,119,035
+31,307
17
$192M 1%
1,152,495
-89,258
18
$191M 1%
3,248,700
-62,740
19
$188M 0.98%
3,480,842
-43,277
20
$183M 0.96%
4,483,464
-751,999
21
$170M 0.89%
1,086,777
+88,487
22
$168M 0.88%
2,327,608
-179,348
23
$166M 0.87%
8,476,320
+8,227,300
24
$157M 0.82%
3,687,714
+151,559
25
$149M 0.78%
2,783,062
+93,995
1
2 3 4 5