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
326
$5.16M 0.03%
34,331
-1,260
327
$5.11M 0.03%
89,812
+4,709
328
$5.09M 0.03%
49,155
+269
329
$5.06M 0.03%
34,620
-631
330
$4.95M 0.03%
118,144
+12,883
331
$4.95M 0.03%
76,440
-1,592
332
$4.91M 0.03%
112,809
-2,274
333
$4.82M 0.03%
117,410
+3,688
334
$4.73M 0.03%
83,327
+11,976
335
$4.71M 0.03%
109,651
+1,897
336
$4.71M 0.03%
256,854
-10,323
337
$4.7M 0.03%
30,016
-639
338
$4.67M 0.03%
70,230
-200
339
$4.65M 0.03%
71,567
-13,234
340
$4.61M 0.03%
84,720
+6,172
341
$4.58M 0.03%
70,908
+5,518
342
$4.58M 0.03%
78,234
+459
343
$4.55M 0.03%
51,095
+12,116
344
$4.51M 0.03%
253,082
-17,917
345
$4.49M 0.03%
182,884
+84,646
346
$4.4M 0.03%
90,075
+53,150
347
$4.38M 0.03%
92,445
+4,506
348
$4.34M 0.03%
14,156
+397
349
$4.33M 0.03%
28,760
+17,832
350
$4.3M 0.03%
+25,537
12 13
14
15 16