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
301
$6.15M 0.04%
111,114
-3,879
302
$6.14M 0.04%
134,818
+109
303
$6.06M 0.04%
190,204
-18,008
304
$5.99M 0.04%
88,125
-89,667
305
$5.99M 0.04%
155,615
-1,668
306
$5.97M 0.04%
99,916
+3,696
307
$5.96M 0.04%
137,438
+36,906
308
$5.95M 0.04%
49,369
+13,263
309
$5.9M 0.04%
110,322
+24,338
310
$5.81M 0.04%
116,857
-1,329
311
$5.7M 0.04%
102,680
-1,320
312
$5.68M 0.04%
44,641
+14,338
313
$5.63M 0.04%
48,106
+12,579
314
$5.61M 0.04%
150,901
+2,510
315
$5.61M 0.04%
92,924
+6,420
316
$5.59M 0.04%
23,872
-1,293
317
$5.59M 0.04%
+128,524
318
$5.57M 0.04%
147,250
+24,427
319
$5.51M 0.04%
63,915
-222
320
$5.5M 0.04%
82,065
-3,349
321
$5.41M 0.04%
35,002
+2,384
322
$5.37M 0.04%
338,777
+235,519
323
$5.34M 0.04%
21,585
+378
324
$5.32M 0.04%
33,706
+406
325
$5.24M 0.03%
42,511
-242
11 12
13
14 15