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
451
$2.4M 0.02%
87,283
-155,480
452
$2.38M 0.02%
35,865
+1,510
453
$2.38M 0.02%
+59,933
454
$2.37M 0.02%
13,702
+4,538
455
$2.37M 0.02%
287,857
456
$2.37M 0.02%
95,370
-3,685
457
$2.35M 0.02%
36,372
+2,251
458
$2.3M 0.02%
42,690
+54
459
$2.28M 0.02%
11,607
+834
460
$2.27M 0.02%
21,869
+418
461
$2.25M 0.01%
86,450
+1,950
462
$2.23M 0.01%
11,285
-439
463
$2.22M 0.01%
27,671
-419
464
$2.18M 0.01%
138,793
-25,791
465
$2.18M 0.01%
26,424
-359
466
$2.17M 0.01%
17,552
+8,774
467
$2.16M 0.01%
58,298
468
$2.15M 0.01%
30,696
+2,054
469
$2.15M 0.01%
10,097
-551
470
$2.14M 0.01%
27,236
-13,636
471
$2.1M 0.01%
53,041
+24,880
472
$2.09M 0.01%
42,363
+2,975
473
$2.06M 0.01%
61,989
-559
474
$2.06M 0.01%
34,934
-4,213
475
$2.06M 0.01%
32,602
-338
17 18
19
20 21