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
$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
226
$11.3M 0.07%
229,674
-2,412
227
$11.2M 0.07%
213,120
-7,314
228
$11.2M 0.07%
47,906
+298
229
$11.1M 0.07%
241,208
+6,130
230
$11M 0.07%
884,135
-3,902
231
$11M 0.07%
234,063
+8,669
232
$11M 0.07%
195,994
-19,195
233
$10.7M 0.07%
109,624
+342
234
$10.7M 0.07%
105,728
+33,045
235
$10.5M 0.07%
172,690
-348
236
$10.4M 0.07%
117,795
+7,402
237
$10.2M 0.07%
278,942
+2,911
238
$10.2M 0.07%
118,823
+566
239
$9.98M 0.07%
198,879
+3,379
240
$9.91M 0.07%
148,605
+7,095
241
$9.84M 0.06%
166,358
+147,651
242
$9.66M 0.06%
132,639
+85,227
243
$9.58M 0.06%
96,200
-11,682
244
$9.44M 0.06%
111,993
+309
245
$9.33M 0.06%
258,540
+59,756
246
$9.27M 0.06%
154,233
-281
247
$9.26M 0.06%
52,405
+2,839
248
$9.16M 0.06%
150,859
+7,677
249
$9.14M 0.06%
5,262
+1,992
250
$9.12M 0.06%
62,425
-432
8 9
10
11 12