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
301
$4.05M 0.04%
126,630
+32,780
302
$4.05M 0.04%
79,921
-58,376
303
$4.01M 0.04%
41,159
-2,637
304
$4M 0.04%
+52,400
305
$3.98M 0.04%
125,450
+62,973
306
$3.95M 0.04%
49,585
+3,166
307
$3.94M 0.04%
33,722
+690
308
$3.93M 0.04%
71,221
-43,422
309
$3.92M 0.04%
109,632
+38,788
310
$3.89M 0.04%
42,895
-7,774
311
$3.84M 0.04%
50,057
-10
312
$3.82M 0.04%
77,929
+3,800
313
$3.81M 0.04%
214,647
+195,153
314
$3.77M 0.04%
52,776
+2,426
315
$3.75M 0.04%
91,716
-23,578
316
$3.74M 0.04%
50,913
-7,116
317
$3.74M 0.04%
33,508
-1,784
318
$3.71M 0.04%
55,839
+50,417
319
$3.71M 0.04%
151,399
+72,001
320
$3.69M 0.04%
4,188
-3,174
321
$3.65M 0.04%
428,835
-145,149
322
$3.63M 0.04%
108,208
+43,923
323
$3.61M 0.04%
+28,551
324
$3.6M 0.04%
79,717
+6,453
325
$3.54M 0.03%
31,181
+27,688
11 12
13
14 15