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
326
$2.76M 0.03%
32,692
-3,190
327
$2.76M 0.03%
29,124
+4,964
328
$2.74M 0.03%
51,429
+2,623
329
$2.74M 0.03%
45,821
-2,804
330
$2.72M 0.03%
74,939
+11,297
331
$2.71M 0.03%
39,201
+1,059
332
$2.7M 0.03%
26,146
-6,155
333
$2.7M 0.03%
35,691
-8,591
334
$2.68M 0.03%
89,992
+1,643
335
$2.67M 0.03%
24,675
+3,066
336
$2.65M 0.03%
34,247
+488
337
$2.64M 0.03%
18,313
+2,877
338
$2.62M 0.03%
197,660
+177,282
339
$2.61M 0.03%
49,609
-12,409
340
$2.6M 0.03%
65,190
341
$2.58M 0.03%
53,947
+11,825
342
$2.57M 0.03%
164,774
+44,357
343
$2.54M 0.03%
40,218
+7,280
344
$2.48M 0.03%
68,449
+47,726
345
$2.46M 0.03%
25,093
+1,107
346
$2.46M 0.03%
28,390
-26,502
347
$2.44M 0.03%
21,156
+3,662
348
$2.44M 0.03%
50,633
+305
349
$2.42M 0.03%
23,291
+891
350
$2.41M 0.03%
50,031
+4,630
12 13
14
15 16