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
276
$10.7M 0.06%
247,420
+5,539
277
$10.6M 0.06%
50,538
+16,279
278
$10.6M 0.06%
92,588
-23,270
279
$10.6M 0.06%
138,287
+19,268
280
$10.5M 0.05%
317,881
+68,446
281
$10.4M 0.05%
88,111
+3,792
282
$10.3M 0.05%
568,095
-15,173
283
$10.3M 0.05%
601,491
-93,150
284
$10.3M 0.05%
168,935
-47,297
285
$10.1M 0.05%
52,966
+166
286
$10.1M 0.05%
102,310
+7,861
287
$9.97M 0.05%
87,308
+57,445
288
$9.91M 0.05%
45,500
-629
289
$9.69M 0.05%
153,906
+25,052
290
$9.49M 0.05%
60,143
+51
291
$9.45M 0.05%
112,544
+4,705
292
$9.35M 0.05%
159,361
+22,689
293
$9.32M 0.05%
291,770
+15,536
294
$9.32M 0.05%
184,732
+8,016
295
$9.28M 0.05%
232,011
+925
296
$9.26M 0.05%
114,978
+62,224
297
$9.12M 0.05%
402,220
-10,635
298
$9.12M 0.05%
186,916
-9,716
299
$9.08M 0.05%
115,122
+2,554
300
$8.92M 0.05%
34,115
+1,131
10 11
12
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