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
401
$2.38M 0.02%
+68,349
402
$2.38M 0.02%
23,004
-2,469
403
$2.35M 0.02%
51,132
-9,423
404
$2.33M 0.02%
104,800
405
$2.32M 0.02%
2,017
-2,171
406
$2.32M 0.02%
97,564
+11,377
407
$2.31M 0.02%
75,770
+2,875
408
$2.31M 0.02%
336,320
+80,275
409
$2.29M 0.02%
32,059
+485
410
$2.27M 0.02%
64,942
-1,818
411
$2.27M 0.02%
70,227
+695
412
$2.26M 0.02%
25,571
+752
413
$2.23M 0.02%
163,980
-13,935
414
$2.19M 0.02%
78,191
+9,032
415
$2.18M 0.02%
93,774
+2,785
416
$2.18M 0.02%
25,507
-3,852
417
$2.16M 0.02%
20,328
-196
418
$2.16M 0.02%
5,369
+649
419
$2.16M 0.02%
73,791
+660
420
$2.15M 0.02%
81,303
-35,656
421
$2.14M 0.02%
41,758
+1,293
422
$2.13M 0.02%
34,458
-995
423
$2.12M 0.02%
29,545
+914
424
$2.11M 0.02%
26,341
+3,156
425
$2.11M 0.02%
37,154
-7,814
15 16
17
18 19