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
451
$1.89M 0.02%
41,814
+3,551
452
$1.89M 0.02%
59,481
-4,867
453
$1.88M 0.02%
72,895
+3,675
454
$1.87M 0.02%
73,628
+4,154
455
$1.86M 0.02%
39,174
-6,730
456
$1.85M 0.02%
20,913
-9,936
457
$1.84M 0.02%
66,013
+372
458
$1.83M 0.02%
69,159
+8,945
459
$1.83M 0.02%
+90,230
460
$1.82M 0.02%
14,691
-3,083
461
$1.82M 0.02%
15,879
+7,776
462
$1.81M 0.02%
23,185
-6,903
463
$1.8M 0.02%
39,824
+150
464
$1.8M 0.02%
69,801
+747
465
$1.8M 0.02%
51,320
+39,224
466
$1.79M 0.02%
17,171
-1,417
467
$1.79M 0.02%
32,050
-20,291
468
$1.79M 0.02%
53,717
+23,088
469
$1.78M 0.02%
26,791
-6,653
470
$1.78M 0.02%
48,521
+16,965
471
$1.77M 0.02%
29,966
-2,108
472
$1.76M 0.02%
32,794
-114
473
$1.75M 0.02%
72,738
-205,924
474
$1.75M 0.02%
38,007
-28,819
475
$1.74M 0.02%
50,338
-5,046
17 18
19
20 21