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
326
$3.54M 0.03%
69,338
-69,391
327
$3.51M 0.03%
47,195
+5,089
328
$3.47M 0.03%
34,585
-6,949
329
$3.45M 0.03%
30,665
+5,311
330
$3.44M 0.03%
35,901
+12,719
331
$3.4M 0.03%
21,733
+15,420
332
$3.38M 0.03%
30,164
-2,166
333
$3.37M 0.03%
65,592
+17,550
334
$3.36M 0.03%
+71,933
335
$3.34M 0.03%
139,746
-21,546
336
$3.33M 0.03%
142,379
-152,246
337
$3.28M 0.03%
119,475
+51,402
338
$3.28M 0.03%
31,512
-4,432
339
$3.28M 0.03%
153,948
+103,563
340
$3.26M 0.03%
84,914
-2,400
341
$3.26M 0.03%
+30,648
342
$3.25M 0.03%
33,373
+15,317
343
$3.21M 0.03%
149,425
+136,535
344
$3.19M 0.03%
+107,707
345
$3.19M 0.03%
22,681
-787
346
$3.18M 0.03%
23,015
+16,680
347
$3.17M 0.03%
74,032
-56,132
348
$3.15M 0.03%
67,217
+3,104
349
$3.15M 0.03%
67,589
+32,539
350
$3.11M 0.03%
8,023
+7,381
12 13
14
15 16