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
301
$4.17M 0.04%
150,813
+7,058
302
$4.17M 0.04%
42,024
+6,123
303
$4.12M 0.04%
53,653
+6,458
304
$4.06M 0.04%
136,445
+10,995
305
$4.05M 0.04%
113,299
-2,764
306
$4M 0.04%
62,674
+4,081
307
$4M 0.04%
77,634
-295
308
$3.85M 0.04%
138,062
-1,684
309
$3.83M 0.04%
30,375
-3,347
310
$3.8M 0.04%
42,928
+1,769
311
$3.8M 0.04%
384,735
-44,100
312
$3.79M 0.04%
34,487
+979
313
$3.79M 0.04%
164,560
-76,128
314
$3.78M 0.04%
30,056
+1,505
315
$3.73M 0.03%
51,318
+1,261
316
$3.7M 0.03%
224,923
+8,837
317
$3.69M 0.03%
40,484
+10,848
318
$3.67M 0.03%
30,360
-305
319
$3.62M 0.03%
76,086
-3,631
320
$3.6M 0.03%
210,111
-4,536
321
$3.58M 0.03%
231,312
+13,222
322
$3.58M 0.03%
151,560
-151,560
323
$3.57M 0.03%
30,574
-74
324
$3.56M 0.03%
50,897
-3,300
325
$3.56M 0.03%
16,646
+3,306
11 12
13
14 15