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
251
$12.3M 0.06%
66,000
-971
252
$12.3M 0.06%
213,866
-1,918
253
$12.3M 0.06%
102,741
+54,884
254
$12.2M 0.06%
97,462
+32,703
255
$12.1M 0.06%
42,635
+4,260
256
$12.1M 0.06%
177,974
+50,630
257
$12M 0.06%
34,493
+6,203
258
$11.9M 0.06%
273,956
+33,352
259
$11.8M 0.06%
163,412
+135,199
260
$11.7M 0.06%
187,328
-3,880
261
$11.7M 0.06%
671,487
+74,586
262
$11.7M 0.06%
137,710
+115,201
263
$11.6M 0.06%
151,178
+6,868
264
$11.6M 0.06%
154,523
+47,844
265
$11.5M 0.06%
151,600
+584
266
$11.5M 0.06%
54,860
267
$11.4M 0.06%
88,123
-1,821
268
$11.4M 0.06%
170,647
-6,975
269
$11.4M 0.06%
187,371
-3,049
270
$11.2M 0.06%
47,487
-14,870
271
$11.2M 0.06%
260,952
+12,520
272
$11M 0.06%
352,032
+307,320
273
$10.9M 0.06%
350,859
-105,699
274
$10.8M 0.06%
124,070
+5,720
275
$10.8M 0.06%
428,074
+20,268
9 10
11
12 13