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
301
$3.19M 0.04%
63,079
-3,628
302
$3.19M 0.04%
39,315
+4,597
303
$3.18M 0.04%
78,164
+8,493
304
$3.17M 0.04%
50,543
-7,017
305
$3.15M 0.04%
80,358
+7,646
306
$3.13M 0.04%
33,718
+2,603
307
$3.13M 0.04%
49,292
-1,869
308
$3.11M 0.04%
24,768
-3,261
309
$3.09M 0.04%
28,030
+1,738
310
$3.08M 0.04%
39,197
+6,373
311
$2.95M 0.04%
39,208
-60,362
312
$2.95M 0.04%
186,935
-7,215
313
$2.94M 0.04%
72,492
+8,496
314
$2.94M 0.04%
+62,381
315
$2.93M 0.04%
31,760
-71
316
$2.91M 0.03%
56,689
-19,369
317
$2.91M 0.03%
196,080
+37,125
318
$2.86M 0.03%
+91,555
319
$2.85M 0.03%
104,000
-12,536
320
$2.85M 0.03%
141,993
+2,303
321
$2.83M 0.03%
74,396
+56
322
$2.8M 0.03%
80,573
-68
323
$2.78M 0.03%
18,867
-1,439
324
$2.78M 0.03%
150,887
-500
325
$2.76M 0.03%
53,952
-8,142
11 12
13
14 15