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
426
$2.77M 0.02%
23,674
-2,812
427
$2.76M 0.02%
7,338
+109
428
$2.76M 0.02%
53,711
429
$2.74M 0.02%
35,280
-381
430
$2.74M 0.02%
40,114
-243
431
$2.73M 0.02%
85,918
-8,929
432
$2.73M 0.02%
19,258
-42
433
$2.73M 0.02%
23,299
-4,269
434
$2.71M 0.02%
23,873
+377
435
$2.71M 0.02%
26,588
-2,471
436
$2.7M 0.02%
28,716
+1,096
437
$2.7M 0.02%
399,954
-1,473,904
438
$2.69M 0.02%
50,796
-5,916
439
$2.69M 0.02%
122,560
+70,712
440
$2.69M 0.02%
50,158
-8,475
441
$2.67M 0.02%
60,162
-28,801
442
$2.61M 0.02%
32,063
+4,391
443
$2.6M 0.02%
14,929
+2,055
444
$2.6M 0.02%
22,308
+908
445
$2.59M 0.02%
76,123
-5,188
446
$2.57M 0.02%
42,339
+2,430
447
$2.55M 0.02%
28,646
+2,038
448
$2.45M 0.02%
48,861
+45
449
$2.44M 0.02%
24,674
+1,740
450
$2.4M 0.02%
26,457
-3,408
16 17
18
19 20