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
401
$4.92M 0.03%
100,340
-751
402
$4.89M 0.03%
29,693
+2,660
403
$4.89M 0.03%
37,745
+9,928
404
$4.89M 0.03%
92,817
+72,264
405
$4.85M 0.03%
16,061
+2,734
406
$4.8M 0.03%
91,031
+16,317
407
$4.78M 0.02%
253,109
-378
408
$4.78M 0.02%
45,925
+13,255
409
$4.77M 0.02%
66,312
+1,931
410
$4.75M 0.02%
53,090
-4,931
411
$4.68M 0.02%
112,596
-2,958
412
$4.67M 0.02%
49,737
-3,432
413
$4.62M 0.02%
28,901
+1,072
414
$4.54M 0.02%
115,677
+27,417
415
$4.5M 0.02%
121,035
+48,765
416
$4.46M 0.02%
142,571
+18,159
417
$4.46M 0.02%
181,922
-32,298
418
$4.45M 0.02%
170,156
-6,674
419
$4.45M 0.02%
76,321
-10,178
420
$4.45M 0.02%
107,004
-88,819
421
$4.44M 0.02%
79,764
-2,786
422
$4.43M 0.02%
23,548
+7,571
423
$4.42M 0.02%
44,484
+6,357
424
$4.42M 0.02%
247,228
+235,865
425
$4.42M 0.02%
69,220
-72,803
15 16
17
18 19