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
401
$2.44M 0.02%
38,971
+8,497
402
$2.44M 0.02%
+26,191
403
$2.43M 0.02%
13,220
+6,983
404
$2.42M 0.02%
66,760
+22,911
405
$2.38M 0.02%
19,247
-2,922
406
$2.38M 0.02%
29,359
+3,466
407
$2.37M 0.02%
+85,406
408
$2.35M 0.02%
16,858
-3,187
409
$2.34M 0.02%
43,400
+2,173
410
$2.31M 0.02%
74,856
+14,749
411
$2.31M 0.02%
30,792
-2,165
412
$2.31M 0.02%
87,639
+41,763
413
$2.28M 0.02%
29,210
+2,157
414
$2.27M 0.02%
47,166
+3,100
415
$2.27M 0.02%
104,800
416
$2.26M 0.02%
24,819
+7,280
417
$2.24M 0.02%
43,480
+1,077
418
$2.23M 0.02%
86,187
+52,682
419
$2.23M 0.02%
256,797
+37,674
420
$2.22M 0.02%
47,643
+39,877
421
$2.22M 0.02%
58,302
-2,426
422
$2.2M 0.02%
69,532
+562
423
$2.17M 0.02%
40,465
-6,123
424
$2.17M 0.02%
+37,339
425
$2.17M 0.02%
90,989
+2,929
15 16
17
18 19