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
376
$2.72M 0.03%
72,664
377
$2.72M 0.03%
101,763
-9,794
378
$2.7M 0.03%
38,468
-503
379
$2.7M 0.03%
36,060
+1,290
380
$2.65M 0.02%
70,592
+1,424
381
$2.64M 0.02%
92,940
-3,440
382
$2.63M 0.02%
13,859
-202
383
$2.6M 0.02%
27,584
+1,037
384
$2.59M 0.02%
13,368
+148
385
$2.58M 0.02%
25,933
-258
386
$2.57M 0.02%
90,915
+3,276
387
$2.55M 0.02%
48,352
+1,653
388
$2.55M 0.02%
74,458
+7,639
389
$2.53M 0.02%
145,167
+28,560
390
$2.52M 0.02%
74,099
+8,086
391
$2.46M 0.02%
96,347
-15,248
392
$2.46M 0.02%
44,068
+5,970
393
$2.46M 0.02%
38,093
+3,517
394
$2.43M 0.02%
31,224
+2,014
395
$2.42M 0.02%
55,266
-8,228
396
$2.4M 0.02%
136,984
+853
397
$2.4M 0.02%
71,662
-1,416
398
$2.4M 0.02%
28,044
-1,138
399
$2.4M 0.02%
23,860
-2,200
400
$2.39M 0.02%
60,366
-12,089
14 15
16
17 18