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
376
$2.72M 0.03%
40,667
+15,609
377
$2.69M 0.03%
26,547
+1,434
378
$2.68M 0.03%
+23,198
379
$2.67M 0.03%
54,981
+36,141
380
$2.67M 0.03%
111,557
+61
381
$2.65M 0.03%
25,473
+2,202
382
$2.65M 0.03%
149,849
-2,179
383
$2.64M 0.03%
146,665
+70,614
384
$2.64M 0.03%
26,060
-271
385
$2.63M 0.03%
48,586
+42,347
386
$2.63M 0.03%
79,095
+27,419
387
$2.62M 0.03%
55,797
-53,185
388
$2.62M 0.03%
46,699
-5,796
389
$2.61M 0.03%
73,078
-73,282
390
$2.61M 0.03%
63,494
+17,210
391
$2.6M 0.03%
72,664
+114
392
$2.6M 0.03%
142,485
-5,845
393
$2.57M 0.03%
72,455
-4,772
394
$2.57M 0.02%
14,061
+10,277
395
$2.55M 0.02%
29,182
-1,225
396
$2.53M 0.02%
29,636
+9,511
397
$2.52M 0.02%
44,968
-3,144
398
$2.52M 0.02%
177,915
-56,805
399
$2.5M 0.02%
104,000
-2,305
400
$2.47M 0.02%
168,095
14 15
16
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