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
451
$1.4M 0.02%
408,769
+361,995
452
$1.39M 0.02%
32,395
+958
453
$1.38M 0.02%
40,316
454
$1.38M 0.02%
115,848
-5,724
455
$1.38M 0.02%
4,141
-1,624
456
$1.38M 0.02%
69,861
+1,386
457
$1.37M 0.02%
6,437
+3,255
458
$1.36M 0.02%
22,780
-650
459
$1.35M 0.02%
16,158
+551
460
$1.34M 0.02%
22,163
+1,902
461
$1.34M 0.02%
64,706
+2,103
462
$1.34M 0.02%
18,592
-54
463
$1.34M 0.02%
38,794
-23,169
464
$1.33M 0.02%
17,786
-1,412
465
$1.32M 0.02%
18,773
-190
466
$1.29M 0.02%
24,580
+434
467
$1.29M 0.02%
28,564
-9,239
468
$1.29M 0.02%
25,849
+1,059
469
$1.29M 0.02%
48,659
+8,771
470
$1.28M 0.02%
20,254
471
$1.28M 0.02%
49,228
+40,264
472
$1.28M 0.02%
8,578
+2,705
473
$1.28M 0.02%
76,760
+380
474
$1.27M 0.02%
32,211
+2,539
475
$1.27M 0.02%
39,496
+15,008
17 18
19
20 21