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
251
$9.07M 0.06%
48,251
+64
252
$9.03M 0.06%
397,690
-8,925
253
$9.02M 0.06%
110,782
-1,005
254
$8.95M 0.06%
59,358
+1,182
255
$8.86M 0.06%
438,928
+18,830
256
$8.8M 0.06%
60,760
-1,135
257
$8.63M 0.06%
415,202
+14,200
258
$8.49M 0.06%
50,103
+12,822
259
$8.35M 0.06%
41,022
+1,042
260
$8.34M 0.05%
119,650
+2,730
261
$8.21M 0.05%
50,006
-1,686
262
$8.18M 0.05%
91,709
+6,548
263
$8.15M 0.05%
208,758
-43,255
264
$8.09M 0.05%
388,012
+145,137
265
$8.07M 0.05%
4,170
+186
266
$7.99M 0.05%
79,244
+3,163
267
$7.89M 0.05%
111,820
+7,652
268
$7.88M 0.05%
535,040
+425,520
269
$7.83M 0.05%
156,224
-19,465
270
$7.76M 0.05%
97,584
+40,431
271
$7.7M 0.05%
109,536
-1,664
272
$7.4M 0.05%
6,244
+98
273
$7.29M 0.05%
138,556
-3,274
274
$7.25M 0.05%
59,187
+4,247
275
$7.22M 0.05%
269,118
+1,634
9 10
11
12 13