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
251
$5.7M 0.06%
66,080
+27,729
252
$5.61M 0.05%
292,266
+93,701
253
$5.53M 0.05%
127,409
-31,561
254
$5.39M 0.05%
116,630
+80,668
255
$5.37M 0.05%
32,517
-716
256
$5.23M 0.05%
192,021
+165,032
257
$5.23M 0.05%
59,786
258
$5.18M 0.05%
133,667
+103,383
259
$5.18M 0.05%
65,254
-184,510
260
$5.18M 0.05%
190,527
+18,102
261
$5.17M 0.05%
95,661
-5,372
262
$5.15M 0.05%
152,927
+19,580
263
$5.13M 0.05%
98,659
-1,034
264
$5.09M 0.05%
54,197
-14,055
265
$5.08M 0.05%
63,816
-32,028
266
$5.08M 0.05%
143,526
+128,184
267
$5.07M 0.05%
64,022
+129
268
$5.05M 0.05%
169,024
-14,544
269
$5M 0.05%
+1,243,792
270
$4.99M 0.05%
242,881
+85,032
271
$4.93M 0.05%
65,037
+750
272
$4.89M 0.05%
176,405
+38,388
273
$4.88M 0.05%
3,959
+1,454
274
$4.83M 0.05%
283,649
+80,233
275
$4.82M 0.05%
54,135
+24,753
9 10
11
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