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
351
$6.43M 0.03%
68,410
+27,627
352
$6.42M 0.03%
75,738
-1,820
353
$6.29M 0.03%
76,974
-4,334
354
$6.27M 0.03%
69,267
-345,709
355
$6.26M 0.03%
68,804
+3,187
356
$6.24M 0.03%
115,251
-6,600
357
$6.21M 0.03%
48,109
-7,078
358
$6.18M 0.03%
83,875
-55,912
359
$6.15M 0.03%
224,783
+195,000
360
$6.14M 0.03%
44,265
+13,188
361
$6.11M 0.03%
85,909
+2,421
362
$6.07M 0.03%
184,508
-18,265
363
$6.04M 0.03%
79,452
+53,963
364
$6.03M 0.03%
24,277
+2,044
365
$6.02M 0.03%
68,207
+2,191
366
$6.02M 0.03%
44,955
+4,908
367
$6.01M 0.03%
322,050
-32,580
368
$6M 0.03%
109,663
-18,227
369
$6M 0.03%
128,807
+11,224
370
$5.97M 0.03%
344,248
-13,454
371
$5.96M 0.03%
39,174
+11,426
372
$5.96M 0.03%
131,132
+67,658
373
$5.95M 0.03%
325,299
+248,091
374
$5.92M 0.03%
79,121
+12,941
375
$5.77M 0.03%
293,520
+21,056
13 14
15
16 17