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
$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
226
$6.26M 0.07%
79,052
+67,994
227
$6.25M 0.07%
126,993
+66,479
228
$6.12M 0.07%
159,377
-14,279
229
$6.01M 0.07%
113,588
+44,800
230
$6M 0.07%
72,004
-5,382
231
$5.89M 0.07%
148,395
-1,428
232
$5.7M 0.07%
204,300
+186,105
233
$5.68M 0.07%
3,974
+157
234
$5.64M 0.07%
+90,650
235
$5.54M 0.07%
91,013
+6,068
236
$5.53M 0.07%
152,945
-50,777
237
$5.31M 0.06%
43,010
-21,960
238
$5.31M 0.06%
192,725
-92,860
239
$5.3M 0.06%
302,123
-126,007
240
$5.28M 0.06%
166,159
-29,400
241
$5.28M 0.06%
151,192
-8,006
242
$5.2M 0.06%
49,791
+1,050
243
$5.19M 0.06%
33,223
-704
244
$5.18M 0.06%
131,875
-3,070
245
$4.97M 0.06%
22
246
$4.97M 0.06%
46,058
+18
247
$4.95M 0.06%
71,119
248
$4.94M 0.06%
42,727
+2,129
249
$4.87M 0.06%
41,715
-899
250
$4.77M 0.06%
76,102
+4,460
8 9
10
11 12