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
26
$88.5M 0.82%
994,548
+9,825
27
$88M 0.82%
844,526
-4,848
28
$86.6M 0.81%
2,198,353
-539,082
29
$85.9M 0.8%
1,343,963
-42,579
30
$82.2M 0.77%
654,520
+5,391
31
$81.2M 0.76%
970,909
+53,143
32
$78.9M 0.74%
362,875
+16,605
33
$76.2M 0.71%
517,213
+2,849
34
$75.8M 0.71%
2,493,632
+3,600
35
$75.7M 0.71%
1,927,032
+101,438
36
$75.3M 0.7%
810,519
-490
37
$73.9M 0.69%
622,260
-19,363
38
$73.2M 0.68%
1,352,416
+48,517
39
$73M 0.68%
2,302,763
+155,327
40
$71.9M 0.67%
2,343,140
+112,162
41
$71.6M 0.67%
1,710,060
+18,640
42
$70M 0.65%
484,217
+12,385
43
$69.2M 0.64%
1,331,369
-57,158
44
$68.9M 0.64%
833,528
+52,861
45
$67.4M 0.63%
1,068,912
+38,749
46
$66M 0.62%
4,219,801
+1,696,637
47
$65.5M 0.61%
811,657
+74
48
$63.3M 0.59%
1,428,421
-432,394
49
$62.5M 0.58%
723,260
+15,507
50
$62.4M 0.58%
485,009
+36,235
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