JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.3M
3
+$24.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$23.5M
5
BNS icon
Scotiabank
BNS
+$22.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$15M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$14.9M
5
VLO icon
Valero Energy
VLO
+$13.2M

Sector Composition

1 Technology 12.66%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.21%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.27M 0.02%
14,291
+4,411
477
$1.27M 0.02%
70,607
-10,824
478
$1.26M 0.02%
23,632
+639
479
$1.25M 0.02%
49,600
-955
480
$1.25M 0.02%
31,000
481
$1.25M 0.01%
54,535
-216,028
482
$1.24M 0.01%
52,963
-43,651
483
$1.24M 0.01%
9,844
-70
484
$1.23M 0.01%
14,921
+1,570
485
$1.22M 0.01%
32,192
+125
486
$1.22M 0.01%
9,653
+1,345
487
$1.21M 0.01%
42,960
+1,480
488
$1.21M 0.01%
21,805
+1,037
489
$1.2M 0.01%
28,324
+59
490
$1.19M 0.01%
12,548
+842
491
$1.19M 0.01%
14,127
-5,154
492
$1.19M 0.01%
12,611
+670
493
$1.18M 0.01%
78,365
+31,515
494
$1.18M 0.01%
15,291
+790
495
$1.18M 0.01%
19,370
+6,131
496
$1.16M 0.01%
52,000
497
$1.16M 0.01%
29,214
-242
498
$1.15M 0.01%
14,970
499
$1.15M 0.01%
14,193
-19,092
500
$1.15M 0.01%
22,454
-4,755
18 19
20
21 22