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
351
$4.26M 0.03%
166,028
+1,755
352
$4.26M 0.03%
76,958
+8,604
353
$4.2M 0.03%
37,590
+507
354
$4.11M 0.03%
74,346
+11,977
355
$4.1M 0.03%
61,606
-2,904
356
$4.1M 0.03%
81,012
-5,516
357
$4.09M 0.03%
50,169
-525
358
$4.02M 0.03%
54,550
+12,598
359
$3.99M 0.03%
375,696
+15,288
360
$3.98M 0.03%
34,077
+963
361
$3.97M 0.03%
77,750
+12,757
362
$3.97M 0.03%
178,902
+1,947
363
$3.96M 0.03%
43,184
+4,088
364
$3.95M 0.03%
93,093
+5,192
365
$3.94M 0.03%
279,688
-12,116
366
$3.93M 0.03%
66,809
-4,465
367
$3.9M 0.03%
162,285
-12,186
368
$3.86M 0.03%
117,002
+6
369
$3.86M 0.03%
74,730
+1,643
370
$3.85M 0.03%
120,649
+20,454
371
$3.76M 0.02%
133,836
+1,243
372
$3.75M 0.02%
90,642
+5,790
373
$3.7M 0.02%
122,166
+633
374
$3.69M 0.02%
97,898
-1,874
375
$3.69M 0.02%
89,319
+12,031
13 14
15
16 17