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
326
$3.56M 0.03%
31,414
+233
327
$3.55M 0.03%
33,963
-622
328
$3.53M 0.03%
29,487
-2,025
329
$3.52M 0.03%
33,649
+276
330
$3.51M 0.03%
20,492
-1,241
331
$3.5M 0.03%
69,970
-1,251
332
$3.49M 0.03%
58,703
333
$3.48M 0.03%
81,719
-9,997
334
$3.47M 0.03%
23,960
+1,279
335
$3.46M 0.03%
18,917
-6,472
336
$3.44M 0.03%
43,253
-7,660
337
$3.43M 0.03%
91,384
+79,491
338
$3.38M 0.03%
142,086
-293
339
$3.32M 0.03%
61,650
+6,997
340
$3.32M 0.03%
74,032
341
$3.32M 0.03%
84,914
342
$3.32M 0.03%
70,152
-1,781
343
$3.29M 0.03%
33,375
+14,893
344
$3.27M 0.03%
40,284
-383
345
$3.26M 0.03%
70,768
+3,551
346
$3.22M 0.03%
27,281
-2,883
347
$3.22M 0.03%
70,788
+40,379
348
$3.18M 0.03%
313,020
+56,223
349
$3.14M 0.03%
23,015
350
$3.14M 0.03%
32,209
-10,686
12 13
14
15 16