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
276
$4.78M 0.05%
182,156
+18,454
277
$4.7M 0.05%
166,194
-52,439
278
$4.68M 0.05%
235,965
+25,449
279
$4.67M 0.05%
71,391
+31,849
280
$4.67M 0.05%
135,936
+17,300
281
$4.67M 0.05%
61,405
-1,884
282
$4.57M 0.04%
89,365
+1,235
283
$4.55M 0.04%
99,936
+54,451
284
$4.54M 0.04%
25,389
+7,766
285
$4.5M 0.04%
303,120
+151,560
286
$4.5M 0.04%
61,066
+33,514
287
$4.43M 0.04%
53,121
+2,814
288
$4.33M 0.04%
143,393
+8,461
289
$4.33M 0.04%
198,267
290
$4.3M 0.04%
95,017
-5,890
291
$4.3M 0.04%
+40,087
292
$4.21M 0.04%
143,755
-27,033
293
$4.18M 0.04%
78,476
+23,154
294
$4.18M 0.04%
58,593
+2,673
295
$4.18M 0.04%
106,519
-1,045,305
296
$4.17M 0.04%
165,048
-85,982
297
$4.16M 0.04%
+116,063
298
$4.12M 0.04%
160,359
+70,003
299
$4.09M 0.04%
45,546
+15,754
300
$4.07M 0.04%
240,688
+86,481
10 11
12
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