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
26
$73.8M 0.88%
537,066
+59,001
27
$73.3M 0.88%
700,880
-3,994
28
$72.9M 0.87%
2,465,404
+22,521
29
$67.8M 0.81%
704,403
+28,818
30
$67M 0.8%
900,892
+30,613
31
$63.4M 0.76%
799,099
+46,332
32
$62.1M 0.74%
521,324
+15,776
33
$61.1M 0.73%
398,514
-34,616
34
$58.7M 0.7%
510,787
+16,257
35
$57M 0.68%
1,346,834
+613,946
36
$56.8M 0.68%
3,174,235
-17,248
37
$56M 0.67%
865,806
+2,701
38
$53.5M 0.64%
598,678
+2,288
39
$53M 0.63%
332,431
+9,696
40
$52.8M 0.63%
618,448
+119,459
41
$51.7M 0.62%
500,726
+35,405
42
$50.6M 0.6%
1,232,344
+7,310
43
$50.3M 0.6%
61,077
-30,544
44
$49M 0.58%
519,506
+65,892
45
$48.8M 0.58%
962,547
+3,760
46
$48.4M 0.58%
1,739,232
+8,996
47
$48.3M 0.58%
321,430
+8,717
48
$48.1M 0.57%
429,657
+1,603
49
$46.3M 0.55%
855,605
+13,711
50
$46.1M 0.55%
1,025,582
-5,324
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2
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