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
351
$2.4M 0.03%
104,485
-2,150
352
$2.38M 0.03%
33,890
-13,140
353
$2.36M 0.03%
34,262
+451
354
$2.35M 0.03%
44,001
+17
355
$2.33M 0.03%
47,524
-4,328
356
$2.31M 0.03%
40,141
+1,629
357
$2.31M 0.03%
40,450
+5,473
358
$2.3M 0.03%
58,870
+9,202
359
$2.25M 0.03%
37,985
-1,494
360
$2.24M 0.03%
83,295
+1,362
361
$2.23M 0.03%
80,634
+240
362
$2.22M 0.03%
51,530
+1,110
363
$2.21M 0.03%
9,643
+1,634
364
$2.16M 0.03%
38,193
-488
365
$2.16M 0.03%
80,338
-251,616
366
$2.16M 0.03%
20,748
+10,216
367
$2.15M 0.03%
31,195
+1,589
368
$2.15M 0.03%
44,786
+20,000
369
$2.13M 0.03%
51,393
+6,234
370
$2.12M 0.03%
45,055
-4,501
371
$2.07M 0.02%
34,907
-5,605
372
$2.05M 0.02%
17,281
-248
373
$2.05M 0.02%
2,996
-426
374
$2.01M 0.02%
51,084
-46,002
375
$2M 0.02%
44,218
-227,448
13 14
15
16 17