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
301
$8.87M 0.05%
244,226
+137,359
302
$8.83M 0.05%
238,008
-14,000
303
$8.72M 0.05%
147,510
-1,146
304
$8.56M 0.04%
302,897
+29,127
305
$8.48M 0.04%
116,220
-19,046
306
$8.48M 0.04%
193,398
+4,221
307
$8.41M 0.04%
184,998
-76,583
308
$8.41M 0.04%
376,186
-260,436
309
$8.41M 0.04%
64,653
-4,016
310
$8.36M 0.04%
59,851
+54,602
311
$8.17M 0.04%
174,677
+143,582
312
$8.15M 0.04%
723,696
+156
313
$8.12M 0.04%
56,953
+1,363
314
$8.12M 0.04%
42,081
+2,608
315
$8.09M 0.04%
55,245
-14,296
316
$8.08M 0.04%
80,950
+6,779
317
$8.04M 0.04%
441,520
-283,249
318
$7.99M 0.04%
245,737
+117,082
319
$7.97M 0.04%
206,463
-1,701
320
$7.87M 0.04%
46,494
-8,206
321
$7.81M 0.04%
190,685
+6,714
322
$7.8M 0.04%
312,804
+21,603
323
$7.67M 0.04%
296,145
-22,980
324
$7.56M 0.04%
59,059
+3,289
325
$7.56M 0.04%
239,533
-21,287
11 12
13
14 15