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
276
$7.2M 0.05%
268,452
+5,714
277
$7.16M 0.05%
296,502
+4,164
278
$7.14M 0.05%
375,511
+18,509
279
$7.1M 0.05%
523,597
+21,101
280
$7.09M 0.05%
150,285
+9,924
281
$7.07M 0.05%
78,381
+11,565
282
$7.05M 0.05%
286,634
+20,407
283
$7.01M 0.05%
218,947
+46,214
284
$6.96M 0.05%
335,250
-15,345
285
$6.92M 0.05%
174,664
-9,250
286
$6.86M 0.05%
156,361
+71,508
287
$6.77M 0.04%
209,562
+3,086
288
$6.71M 0.04%
+148,566
289
$6.69M 0.04%
173,375
+136,701
290
$6.65M 0.04%
49,028
+46,970
291
$6.63M 0.04%
209,412
+5,017
292
$6.63M 0.04%
40,216
-15,781
293
$6.57M 0.04%
+125,248
294
$6.45M 0.04%
185,120
+21,710
295
$6.38M 0.04%
177,096
-2,047
296
$6.37M 0.04%
69,264
-1,689
297
$6.29M 0.04%
368,499
+13,035
298
$6.27M 0.04%
362,724
-1,240
299
$6.19M 0.04%
76,405
-1,946
300
$6.16M 0.04%
67,117
-4,635
10 11
12
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