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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.13M 0.07%
224,051
-172,319
227
$7.12M 0.07%
157,262
-1,490
228
$6.98M 0.07%
107,824
+6,890
229
$6.98M 0.07%
325,776
-65,854
230
$6.82M 0.07%
1,153,988
+290,894
231
$6.63M 0.06%
+256,177
232
$6.55M 0.06%
39,334
+34,084
233
$6.5M 0.06%
167,958
+8,756
234
$6.45M 0.06%
+123,116
235
$6.38M 0.06%
176,892
+54,764
236
$6.33M 0.06%
56,341
-5,364
237
$6.3M 0.06%
116,764
-1,021
238
$6.18M 0.06%
86,121
+52,195
239
$6.16M 0.06%
73,817
+12,044
240
$6.12M 0.06%
333,499
-11,460
241
$6.05M 0.06%
50,463
+4,161
242
$5.97M 0.06%
79,997
-12,505
243
$5.97M 0.06%
100,116
-43,947
244
$5.96M 0.06%
119,713
+19,418
245
$5.95M 0.06%
170,958
-169,413
246
$5.93M 0.06%
76,170
+18,194
247
$5.93M 0.06%
78,199
+36,238
248
$5.91M 0.06%
56,112
-5,152
249
$5.89M 0.06%
+247,699
250
$5.7M 0.06%
67,013
+2,689
8 9
10
11 12