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
276
$5.04M 0.05%
117,345
-1,410,562
277
$5.01M 0.05%
133,831
-2,105
278
$5M 0.05%
168,826
-198
279
$4.97M 0.05%
200,735
+8,714
280
$4.96M 0.05%
64,065
+43
281
$4.94M 0.05%
203,864
-129,902
282
$4.89M 0.05%
5,036
+1,077
283
$4.85M 0.05%
62,916
+1,850
284
$4.83M 0.05%
38,152
-1,935
285
$4.83M 0.05%
51,563
-2,572
286
$4.8M 0.04%
30,953
+14,095
287
$4.74M 0.04%
123,127
+14,919
288
$4.7M 0.04%
143,168
-225
289
$4.69M 0.04%
87,025
-2,340
290
$4.67M 0.04%
198,267
291
$4.63M 0.04%
149,944
+519
292
$4.61M 0.04%
59,446
+9,861
293
$4.61M 0.04%
2,689,320
+865,800
294
$4.45M 0.04%
55,246
-10,008
295
$4.29M 0.04%
236,098
+86,249
296
$4.26M 0.04%
57,803
+5,027
297
$4.23M 0.04%
134,711
+15,236
298
$4.23M 0.04%
128,522
+335
299
$4.22M 0.04%
72,488
+4,899
300
$4.22M 0.04%
148,849
+11,369
10 11
12
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