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
251
$4.74M 0.06%
105,480
+20,093
252
$4.69M 0.06%
209,627
+4,287
253
$4.57M 0.05%
35,285
+2,515
254
$4.53M 0.05%
91,236
-5,293
255
$4.47M 0.05%
17,366
+1,873
256
$4.46M 0.05%
66,539
+5,026
257
$4.42M 0.05%
123,319
+9,110
258
$4.29M 0.05%
53,979
-137
259
$4.28M 0.05%
51,791
-25,125
260
$4.27M 0.05%
43,564
+2,145
261
$4.22M 0.05%
64,898
-9,996
262
$4.21M 0.05%
62,911
+894
263
$4.2M 0.05%
44,540
-7,499
264
$4.2M 0.05%
55,924
-6,152
265
$4.18M 0.05%
47,440
+3,281
266
$4.16M 0.05%
3,647
+581
267
$4.15M 0.05%
227,599
+18,623
268
$4.05M 0.05%
98,313
+1,160
269
$4.03M 0.05%
91,910
+405
270
$3.96M 0.05%
18,659
+3,181
271
$3.95M 0.05%
120,819
272
$3.95M 0.05%
45,073
-5,650
273
$3.94M 0.05%
58,027
+1,631
274
$3.94M 0.05%
151,560
-9,000
275
$3.91M 0.05%
53,015
-2,456
9 10
11
12 13