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
251
$6.31M 0.06%
54,243
+3,780
252
$6.31M 0.06%
326,968
-65,652
253
$6.17M 0.06%
97,324
+18,848
254
$6.14M 0.06%
193,133
+26,939
255
$6.12M 0.06%
220,308
+43,903
256
$6M 0.06%
61,821
-5,192
257
$5.96M 0.06%
134,857
+25,225
258
$5.96M 0.06%
184,472
+24,113
259
$5.95M 0.06%
67,021
+1,984
260
$5.9M 0.05%
298,585
+14,936
261
$5.84M 0.05%
58,541
+12,995
262
$5.8M 0.05%
31,838
-679
263
$5.77M 0.05%
192,415
-63,762
264
$5.76M 0.05%
62,804
-17,193
265
$5.61M 0.05%
84,254
+12,863
266
$5.55M 0.05%
245,067
-2,632
267
$5.37M 0.05%
48,488
-7,624
268
$5.33M 0.05%
38,829
-40,160
269
$5.33M 0.05%
75,291
+13,886
270
$5.22M 0.05%
232,109
-3,856
271
$5.21M 0.05%
77,371
+21,532
272
$5.19M 0.05%
73,545
-4,654
273
$5.17M 0.05%
99,530
+4,513
274
$5.11M 0.05%
93,820
-113,786
275
$5.11M 0.05%
95,342
-3,317
9 10
11
12 13