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
426
$4.41M 0.02%
114,311
-309
427
$4.4M 0.02%
63,938
+7,099
428
$4.4M 0.02%
99,341
+12,657
429
$4.37M 0.02%
35,979
+355
430
$4.35M 0.02%
100,508
-251
431
$4.35M 0.02%
83,283
+653
432
$4.33M 0.02%
+136,015
433
$4.33M 0.02%
64,927
+2,340
434
$4.31M 0.02%
239,618
-9,063
435
$4.3M 0.02%
208,210
+25,330
436
$4.24M 0.02%
55,060
+30,888
437
$4.24M 0.02%
40,370
+8,649
438
$4.24M 0.02%
15,715
+751
439
$4.22M 0.02%
99,047
+23,296
440
$4.21M 0.02%
101,808
+8,191
441
$4.2M 0.02%
20,861
-1,141
442
$4.15M 0.02%
58,730
+7,829
443
$4.15M 0.02%
81,797
+21,075
444
$4.15M 0.02%
5,735
+937
445
$4.14M 0.02%
115,626
-23,396
446
$4.13M 0.02%
80,356
-437
447
$4.12M 0.02%
35,679
-2,719
448
$4.11M 0.02%
47,209
-214
449
$4.03M 0.02%
28,102
-704
450
$4.03M 0.02%
75,776
+730
16 17
18
19 20