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
$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
226
$15.2M 0.08%
382,973
+52,580
227
$15.2M 0.08%
134,840
+202
228
$15.1M 0.08%
123,309
+54,913
229
$15M 0.08%
117,391
+25,335
230
$15M 0.08%
462,740
+102,131
231
$14.8M 0.08%
131,637
-9,297
232
$14.6M 0.08%
231,438
+26,507
233
$14.6M 0.08%
77,400
-10,000
234
$14.2M 0.07%
86,922
+5,567
235
$14.2M 0.07%
391,781
+195,683
236
$14.1M 0.07%
220,224
-8,494
237
$14.1M 0.07%
151,247
+41,039
238
$14.1M 0.07%
77,221
-5,758
239
$13.8M 0.07%
388,607
+170,889
240
$13.6M 0.07%
203,327
+8,983
241
$13.5M 0.07%
7,749
-105
242
$13.5M 0.07%
271,459
-44,162
243
$13.5M 0.07%
60,635
+11,024
244
$13.4M 0.07%
267,194
+21,599
245
$13.3M 0.07%
253,052
-1,384
246
$13.3M 0.07%
591,980
+129,643
247
$13.2M 0.07%
358,105
+126,975
248
$12.9M 0.07%
417,188
-35,097
249
$12.6M 0.07%
238,000
+91,734
250
$12.3M 0.06%
129,765
+6,967
8 9
10
11 12