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
351
$3.1M 0.03%
218,090
+110,392
352
$3.08M 0.03%
58,703
-243,347
353
$3.07M 0.03%
216,086
+96,887
354
$3.04M 0.03%
60,555
-3,220
355
$3M 0.03%
128,187
+97,476
356
$2.96M 0.03%
13,340
-8,137
357
$2.96M 0.03%
54,653
+23,292
358
$2.96M 0.03%
70,277
+33,353
359
$2.94M 0.03%
34,770
-6,158
360
$2.94M 0.03%
62,218
-4,653
361
$2.93M 0.03%
122,031
-21,099
362
$2.92M 0.03%
116,959
+47,966
363
$2.89M 0.03%
+107,024
364
$2.89M 0.03%
186,204
+5,888
365
$2.89M 0.03%
32,633
+3,815
366
$2.88M 0.03%
137,480
+64,367
367
$2.83M 0.03%
105,714
+9,630
368
$2.82M 0.03%
51,785
-4,840
369
$2.77M 0.03%
+96,380
370
$2.76M 0.03%
50,766
-3,206
371
$2.75M 0.03%
69,168
-64
372
$2.75M 0.03%
24,226
-37,748
373
$2.74M 0.03%
63,442
+2,140
374
$2.74M 0.03%
111,595
+86,029
375
$2.73M 0.03%
+83,750
13 14
15
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