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
426
$2.09M 0.02%
21,900
-2,326
427
$2.09M 0.02%
44,237
+837
428
$2.08M 0.02%
40,863
-2,617
429
$2.03M 0.02%
23,384
+2,471
430
$2.03M 0.02%
69,615
-454
431
$2.02M 0.02%
38,918
-2,573
432
$2.02M 0.02%
65,297
-942
433
$2.02M 0.02%
64,316
-9,312
434
$2.01M 0.02%
42,136
-5,030
435
$2M 0.02%
33,567
-182
436
$2M 0.02%
35,358
-2,474
437
$1.99M 0.02%
75,146
-10,260
438
$1.98M 0.02%
30,345
+379
439
$1.98M 0.02%
40,858
440
$1.98M 0.02%
32,504
-4,835
441
$1.97M 0.02%
64,034
-14,278
442
$1.96M 0.02%
64,911
+40,759
443
$1.95M 0.02%
58,298
444
$1.95M 0.02%
37,139
-70
445
$1.93M 0.02%
+44,369
446
$1.91M 0.02%
39,031
-1,211
447
$1.89M 0.02%
121,874
+43,979
448
$1.89M 0.02%
37,938
-12,828
449
$1.88M 0.02%
48,517
-1,821
450
$1.88M 0.02%
139,450
-3,035
16 17
18
19 20