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
$10.7B
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
226
$7.44M 0.07%
161,036
+6,796
227
$7.42M 0.07%
61,648
-5,020
228
$7.33M 0.07%
156,066
+22,399
229
$7.25M 0.07%
95,095
+42,695
230
$7.17M 0.07%
212,135
+279
231
$7.16M 0.07%
149,876
+22,467
232
$7.11M 0.07%
89,672
-3,637
233
$6.95M 0.06%
322,821
-2,955
234
$6.95M 0.06%
496,667
-2,472
235
$6.92M 0.06%
39,174
-17,242
236
$6.92M 0.06%
332,485
+40,219
237
$6.92M 0.06%
185,028
+41,502
238
$6.87M 0.06%
273,822
+30,941
239
$6.85M 0.06%
179,411
-30,940
240
$6.83M 0.06%
234,465
+159,609
241
$6.67M 0.06%
104,560
-3,264
242
$6.64M 0.06%
180,837
+27,910
243
$6.64M 0.06%
52,636
-2,335
244
$6.63M 0.06%
89,333
+13,163
245
$6.6M 0.06%
120,528
-2,588
246
$6.6M 0.06%
71,540
+5,460
247
$6.59M 0.06%
131,311
+90,064
248
$6.59M 0.06%
157,264
+2
249
$6.36M 0.06%
97,444
-2,672
250
$6.33M 0.06%
95,434
-227
8 9
10
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