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
401
$3.15M 0.02%
58,975
-7,341
402
$3.14M 0.02%
57,284
+26,243
403
$3.14M 0.02%
40,770
-18,866
404
$3.13M 0.02%
40,778
-25,424
405
$3.1M 0.02%
60,736
-2,182
406
$3.1M 0.02%
11,229
+3,440
407
$3.07M 0.02%
61,340
-17,022
408
$3.05M 0.02%
42,370
+19,045
409
$3.05M 0.02%
51,537
+5,676
410
$3.04M 0.02%
36,657
-699
411
$3.04M 0.02%
110,509
-619,535
412
$3.02M 0.02%
20,318
-696
413
$2.98M 0.02%
32,616
-2,512
414
$2.98M 0.02%
26,481
+1,298
415
$2.97M 0.02%
46,581
-2,127
416
$2.96M 0.02%
39,667
+1,081
417
$2.94M 0.02%
201,402
+68,494
418
$2.91M 0.02%
27,749
+8,695
419
$2.9M 0.02%
102,043
+64
420
$2.89M 0.02%
74,106
-2,601
421
$2.88M 0.02%
96,374
422
$2.88M 0.02%
82,950
+65,909
423
$2.85M 0.02%
12,869
-77
424
$2.84M 0.02%
42,739
-244
425
$2.81M 0.02%
71,803
+7,577
15 16
17
18 19