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
376
$1.98M 0.02%
31,896
+93
377
$1.96M 0.02%
25,378
+4,427
378
$1.96M 0.02%
39,373
+5,481
379
$1.96M 0.02%
118,436
-7,134
380
$1.95M 0.02%
46,513
-1,292
381
$1.95M 0.02%
16,158
-62,549
382
$1.94M 0.02%
21,031
+3,731
383
$1.93M 0.02%
229,629
-6,781
384
$1.92M 0.02%
13,954
+1,300
385
$1.91M 0.02%
53,820
-3,744
386
$1.9M 0.02%
35,709
-102
387
$1.9M 0.02%
45,812
+1,466
388
$1.9M 0.02%
31,075
+206
389
$1.89M 0.02%
20,919
+1,935
390
$1.89M 0.02%
27,127
+3,381
391
$1.88M 0.02%
50,688
+9,000
392
$1.87M 0.02%
51,290
-28,586
393
$1.85M 0.02%
34,625
-1,664
394
$1.83M 0.02%
20,577
-5,415
395
$1.82M 0.02%
46,252
+6,284
396
$1.82M 0.02%
40,135
+27,536
397
$1.82M 0.02%
39,535
+11,392
398
$1.81M 0.02%
280,000
-23,500
399
$1.81M 0.02%
47,703
+1,436
400
$1.8M 0.02%
15,173
+1,595
14 15
16
17 18