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
426
$2.15M 0.02%
66,819
+31,234
427
$2.15M 0.02%
9,121
-3,726
428
$2.14M 0.02%
1,823,520
-1,520
429
$2.11M 0.02%
40,242
-4,510
430
$2.11M 0.02%
26,921
-5,856
431
$2.1M 0.02%
136,131
+5,558
432
$2.1M 0.02%
35,453
-9,506
433
$2.09M 0.02%
20,524
-1,502
434
$2.08M 0.02%
36,516
-19,676
435
$2.06M 0.02%
+41,247
436
$2.06M 0.02%
40,858
-175
437
$2.03M 0.02%
45,525
-11,057
438
$2.03M 0.02%
37,832
+22,760
439
$2.01M 0.02%
28,631
-7,812
440
$2.01M 0.02%
58,298
-57
441
$1.99M 0.02%
28,450
+5,775
442
$1.99M 0.02%
38,098
+8,000
443
$1.99M 0.02%
+26,864
444
$1.98M 0.02%
31,574
+2,186
445
$1.97M 0.02%
41,491
+12,779
446
$1.97M 0.02%
73,131
+414
447
$1.96M 0.02%
34,576
-17,448
448
$1.94M 0.02%
36,442
+2,168
449
$1.94M 0.02%
116,607
-56,294
450
$1.91M 0.02%
58,407
+23,885
16 17
18
19 20