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
376
$5.75M 0.03%
40,086
+3,339
377
$5.71M 0.03%
50,885
-74,861
378
$5.71M 0.03%
198,683
-25,122
379
$5.68M 0.03%
229,806
-62,186
380
$5.68M 0.03%
336,038
+245,510
381
$5.66M 0.03%
79,436
-1,552
382
$5.63M 0.03%
95,062
+18,241
383
$5.63M 0.03%
397,914
+18,185
384
$5.56M 0.03%
7,168
+2,661
385
$5.5M 0.03%
133,480
+8,825
386
$5.49M 0.03%
+169,927
387
$5.43M 0.03%
114,182
388
$5.42M 0.03%
57,154
+3,507
389
$5.42M 0.03%
71,454
+7,372
390
$5.42M 0.03%
84,763
-747
391
$5.3M 0.03%
39,917
+18,595
392
$5.29M 0.03%
96,943
+7,254
393
$5.28M 0.03%
117,351
-9,267
394
$5.28M 0.03%
64,880
+111
395
$5.21M 0.03%
45,153
+3,241
396
$5.12M 0.03%
47,832
+16,182
397
$5.1M 0.03%
45,501
+10,836
398
$5M 0.03%
11,038
+3,269
399
$4.99M 0.03%
2,348
-1
400
$4.93M 0.03%
11,376
-618
14 15
16
17 18