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
401
$1.79M 0.02%
74,016
-1,948
402
$1.79M 0.02%
22,958
+1,191
403
$1.79M 0.02%
16,116
+51
404
$1.78M 0.02%
89,715
+109
405
$1.76M 0.02%
10,528
+577
406
$1.76M 0.02%
32,708
+29,229
407
$1.75M 0.02%
16,825
+683
408
$1.75M 0.02%
9,457
-443
409
$1.75M 0.02%
+39,104
410
$1.74M 0.02%
39,178
+278
411
$1.7M 0.02%
+14,645
412
$1.7M 0.02%
25,148
+385
413
$1.69M 0.02%
33,458
+1,370
414
$1.69M 0.02%
18,528
+595
415
$1.68M 0.02%
13,050
+3,497
416
$1.68M 0.02%
39,098
+241
417
$1.68M 0.02%
36,275
+3,672
418
$1.66M 0.02%
54,219
-540
419
$1.65M 0.02%
30,954
+1,192
420
$1.65M 0.02%
16,346
+3,134
421
$1.64M 0.02%
156,057
-14,185
422
$1.64M 0.02%
103,226
+787
423
$1.64M 0.02%
25,202
-1,600
424
$1.63M 0.02%
29,460
+7,832
425
$1.63M 0.02%
47,626
+6,949
15 16
17
18 19