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
451
$1.88M 0.02%
72,690
+2,889
452
$1.87M 0.02%
36,350
-2,824
453
$1.85M 0.02%
168,095
454
$1.84M 0.02%
59,578
-1,978
455
$1.84M 0.02%
12,084
+8,442
456
$1.83M 0.02%
19,537
+3,892
457
$1.83M 0.02%
37,974
-1,850
458
$1.82M 0.02%
36,526
+84
459
$1.81M 0.02%
24,187
+10,096
460
$1.81M 0.02%
47,026
-811
461
$1.81M 0.02%
30,989
-1,061
462
$1.8M 0.02%
41,171
+10,403
463
$1.76M 0.02%
7,839
-1,282
464
$1.74M 0.02%
29,125
+4,585
465
$1.74M 0.02%
27,027
-1,423
466
$1.73M 0.02%
37,607
+1,344
467
$1.73M 0.02%
42,729
-1,773
468
$1.72M 0.02%
20,289
+389
469
$1.72M 0.02%
48,351
-5,366
470
$1.72M 0.02%
38,264
-3,550
471
$1.71M 0.02%
48,184
-11,297
472
$1.71M 0.02%
11,944
+3,156
473
$1.7M 0.02%
45,946
+3,150
474
$1.69M 0.02%
25,286
-1,505
475
$1.69M 0.02%
58,383
+823
17 18
19
20 21