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
376
$3.68M 0.02%
42,044
+1,156
377
$3.66M 0.02%
27,304
+10,553
378
$3.65M 0.02%
77,010
+7,787
379
$3.64M 0.02%
78,314
-3,940
380
$3.64M 0.02%
61,329
-12,204
381
$3.64M 0.02%
21,795
-5,156
382
$3.6M 0.02%
70,533
+18,592
383
$3.59M 0.02%
98,105
+480
384
$3.56M 0.02%
76,890
+90
385
$3.5M 0.02%
67,164
+61,165
386
$3.47M 0.02%
107,875
+504
387
$3.43M 0.02%
108,933
-10,000
388
$3.35M 0.02%
36,631
+811
389
$3.35M 0.02%
208,710
+15,345
390
$3.32M 0.02%
37,218
+23,923
391
$3.31M 0.02%
160,269
-239
392
$3.31M 0.02%
35,536
-5,876
393
$3.29M 0.02%
96,420
+11,278
394
$3.26M 0.02%
27,365
-48
395
$3.24M 0.02%
49,452
-652
396
$3.23M 0.02%
40,895
-106,710
397
$3.22M 0.02%
67,095
-97
398
$3.21M 0.02%
47,034
+2,291
399
$3.19M 0.02%
49,455
+4,507
400
$3.16M 0.02%
6,058
-1,655
14 15
16
17 18