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
26
$119M 0.78%
1,421,473
+5,597
27
$118M 0.78%
681,420
+90,412
28
$116M 0.77%
1,201,616
-25,497
29
$114M 0.75%
2,183,820
+47,540
30
$114M 0.75%
3,312,609
+75,763
31
$111M 0.73%
563,157
+6,521
32
$111M 0.73%
933,142
-4,572
33
$106M 0.7%
995,450
+17,325
34
$104M 0.69%
1,029,648
-2,955
35
$104M 0.69%
1,295,632
+42,245
36
$103M 0.68%
545,822
+19,168
37
$97.9M 0.65%
858,918
+13,406
38
$97.2M 0.64%
634,920
-18,726
39
$96.7M 0.64%
2,532,584
-257,352
40
$96.2M 0.63%
895,098
+8,629
41
$93.1M 0.61%
637,060
+7,378
42
$90.9M 0.6%
458,399
+22,939
43
$86.4M 0.57%
250,059
-9,947
44
$81.4M 0.54%
1,721,502
+13,324
45
$79.5M 0.52%
2,041,492
+7,660
46
$79.2M 0.52%
359,279
-3,470
47
$79.1M 0.52%
268,357
+2,907
48
$77.3M 0.51%
3,007,390
+15,120
49
$77.1M 0.51%
524,450
+17,702
50
$76.8M 0.51%
1,916,442
+74,210
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