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
351
$3.1M 0.03%
68,140
+4,698
352
$3.09M 0.03%
59,635
+1,333
353
$3.07M 0.03%
116,316
-5,715
354
$3.07M 0.03%
64,017
-1,575
355
$3.05M 0.03%
51,563
-91,110
356
$3.05M 0.03%
107,489
-19,141
357
$2.98M 0.03%
161,898
+15,233
358
$2.96M 0.03%
137,023
-16,925
359
$2.96M 0.03%
54,063
+2,278
360
$2.94M 0.03%
+44,100
361
$2.9M 0.03%
8,061
+38
362
$2.88M 0.03%
31,444
-21,677
363
$2.86M 0.03%
167,699
-18,505
364
$2.86M 0.03%
31,911
-722
365
$2.84M 0.03%
79,841
-39,872
366
$2.8M 0.03%
30,606
-186
367
$2.79M 0.03%
53,032
-1,949
368
$2.78M 0.03%
27,223
+302
369
$2.77M 0.03%
56,883
+1,086
370
$2.77M 0.03%
52,275
-17,063
371
$2.76M 0.03%
106,075
+52,061
372
$2.76M 0.03%
65,645
+7,238
373
$2.74M 0.03%
111,846
+6,132
374
$2.73M 0.03%
104,000
375
$2.73M 0.03%
33,461
+14,568
13 14
15
16 17