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
26
$148M 0.77%
3,664,914
+239,749
27
$144M 0.75%
2,446,600
+130,680
28
$142M 0.74%
1,157,129
+46,300
29
$140M 0.73%
1,265,096
+154,768
30
$140M 0.73%
1,002,290
+10,624
31
$135M 0.71%
673,721
+33,274
32
$129M 0.67%
1,596,791
+172,351
33
$127M 0.66%
662,269
+18,055
34
$125M 0.65%
1,202,800
-368,988
35
$124M 0.65%
324,942
+25,389
36
$117M 0.61%
474,683
+26,894
37
$117M 0.61%
3,875,780
+685,590
38
$116M 0.61%
660,998
+16,124
39
$113M 0.59%
597,183
+41,515
40
$112M 0.59%
1,386,026
+8,767
41
$111M 0.58%
1,536,511
+81,528
42
$106M 0.55%
844,938
+5,114
43
$105M 0.55%
2,448,373
+38,502
44
$105M 0.55%
1,208,369
+46,949
45
$103M 0.53%
2,030,152
+91,604
46
$101M 0.52%
633,123
-36,478
47
$98.3M 0.51%
368,723
+16,144
48
$97.5M 0.51%
1,648,518
+149,249
49
$97.2M 0.51%
2,430,343
+89,959
50
$96.3M 0.5%
665,326
-564
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