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
451
$4.02M 0.02%
31,725
+16,743
452
$4.01M 0.02%
55,952
453
$3.98M 0.02%
48,896
+390
454
$3.96M 0.02%
+104,850
455
$3.94M 0.02%
33,662
+503
456
$3.93M 0.02%
167,128
-189,160
457
$3.91M 0.02%
258,296
+4,600
458
$3.9M 0.02%
49,943
+25,162
459
$3.9M 0.02%
70,066
-21,870
460
$3.88M 0.02%
80,682
-414
461
$3.88M 0.02%
75,010
+1,186
462
$3.87M 0.02%
+55,316
463
$3.86M 0.02%
47,800
+8,666
464
$3.85M 0.02%
24,119
-423
465
$3.84M 0.02%
30,292
+4,737
466
$3.84M 0.02%
22,476
-7,024
467
$3.82M 0.02%
82,434
+907
468
$3.79M 0.02%
65,422
+9,536
469
$3.77M 0.02%
429,291
-125,886
470
$3.75M 0.02%
238,068
+51,191
471
$3.75M 0.02%
20,374
-439
472
$3.73M 0.02%
+173,407
473
$3.73M 0.02%
104,211
-15,251
474
$3.72M 0.02%
4,020
475
$3.69M 0.02%
71,522
+9,214
17 18
19
20 21