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
426
$1.6M 0.02%
+69,279
427
$1.58M 0.02%
138,209
+32,909
428
$1.57M 0.02%
23,847
+6,663
429
$1.56M 0.02%
63,000
430
$1.56M 0.02%
14,598
+168
431
$1.55M 0.02%
50,696
+7,238
432
$1.53M 0.02%
35,403
+8,602
433
$1.51M 0.02%
15,048
+301
434
$1.51M 0.02%
16,956
-1,595
435
$1.5M 0.02%
63,410
-18,476
436
$1.5M 0.02%
19,627
+3,541
437
$1.49M 0.02%
8,929
-4,355
438
$1.48M 0.02%
22,583
+1,225
439
$1.48M 0.02%
38,305
+1,650
440
$1.47M 0.02%
11,111
+999
441
$1.47M 0.02%
23,790
+5,287
442
$1.47M 0.02%
26,415
+430
443
$1.44M 0.02%
19,896
444
$1.44M 0.02%
16,229
+2,006
445
$1.44M 0.02%
35,574
+2,035
446
$1.44M 0.02%
35,250
447
$1.43M 0.02%
26,828
+4,769
448
$1.42M 0.02%
57,168
+6,342
449
$1.42M 0.02%
22,767
-2,691
450
$1.4M 0.02%
54,619
+81
16 17
18
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