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
326
$7.46M 0.04%
186,617
-9,309
327
$7.38M 0.04%
296,029
-236
328
$7.33M 0.04%
82,752
-608
329
$7.24M 0.04%
250,721
+9,923
330
$7.18M 0.04%
40,951
-2,240
331
$7.18M 0.04%
80,220
+1,470
332
$7.15M 0.04%
56,524
+3,486
333
$7.1M 0.04%
24,730
-44,392
334
$7.09M 0.04%
81,518
+3,828
335
$7M 0.04%
162,605
+15,210
336
$6.99M 0.04%
28,335
+15,680
337
$6.95M 0.04%
45,816
+64
338
$6.92M 0.04%
39,304
+1,619
339
$6.89M 0.04%
104,689
+735
340
$6.77M 0.04%
130,539
+62,029
341
$6.68M 0.03%
62,465
+30,194
342
$6.65M 0.03%
115,147
+11,879
343
$6.63M 0.03%
148,136
+8,944
344
$6.61M 0.03%
247,242
+40,496
345
$6.6M 0.03%
164,543
+13,948
346
$6.58M 0.03%
246,924
+64,706
347
$6.58M 0.03%
88,812
+11,656
348
$6.57M 0.03%
169,510
-8,535
349
$6.51M 0.03%
138,260
-1,642
350
$6.49M 0.03%
61,636
+193
12 13
14
15 16