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
276
$3.87M 0.05%
45,265
+5,863
277
$3.87M 0.05%
63,967
-18
278
$3.82M 0.05%
46,344
+2,232
279
$3.8M 0.05%
18,282
+545
280
$3.78M 0.05%
155,614
281
$3.77M 0.05%
84,375
+6,326
282
$3.75M 0.04%
97,844
+2,990
283
$3.7M 0.04%
306,213
-7,095
284
$3.7M 0.04%
9,014
-123
285
$3.63M 0.04%
+72,793
286
$3.56M 0.04%
57,958
+11,156
287
$3.56M 0.04%
46,283
+3,793
288
$3.56M 0.04%
61,134
+1,197
289
$3.48M 0.04%
52,278
-122,357
290
$3.46M 0.04%
418,603
+73,748
291
$3.45M 0.04%
69,779
-271,681
292
$3.45M 0.04%
33,738
+1,454
293
$3.42M 0.04%
61,031
+1,030
294
$3.39M 0.04%
90,668
+60
295
$3.35M 0.04%
70,009
-6,126
296
$3.29M 0.04%
116,024
-94,257
297
$3.26M 0.04%
129,040
298
$3.25M 0.04%
67,214
-568
299
$3.25M 0.04%
335,513
-209,500
300
$3.19M 0.04%
17,946
+4,373
10 11
12
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