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
26
$86.3M 0.84%
2,493,200
+549,620
27
$85.4M 0.83%
688,943
-4,180
28
$85.2M 0.83%
849,374
+266,432
29
$84.8M 0.82%
649,129
+55,060
30
$81.8M 0.79%
2,495,388
-141,056
31
$80.2M 0.78%
527,106
+67,300
32
$79.3M 0.77%
811,009
-11,286
33
$77.5M 0.75%
1,388,527
-807,562
34
$75.3M 0.73%
514,364
-22,587
35
$74.7M 0.73%
1,825,594
-15,251
36
$74.5M 0.72%
1,303,899
-135,092
37
$73.7M 0.72%
917,766
+651,170
38
$72.9M 0.71%
346,270
+26,713
39
$72.8M 0.71%
2,230,978
+629,253
40
$72.6M 0.7%
2,490,032
-158,084
41
$69M 0.67%
641,623
-60,508
42
$68.3M 0.66%
471,832
+23,608
43
$63.8M 0.62%
1,030,163
+54,941
44
$63.5M 0.62%
533,260
+20,361
45
$61.6M 0.6%
2,147,436
-68,639
46
$61.4M 0.6%
707,753
+169,115
47
$60.5M 0.59%
1,691,420
+412,080
48
$60.4M 0.59%
811,583
-4,859
49
$59.3M 0.58%
1,527,907
+1,374,208
50
$57.9M 0.56%
780,667
+18,373
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