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
476
$1.74M 0.02%
95,667
-1,005
477
$1.74M 0.02%
36,263
+10,205
478
$1.73M 0.02%
25,156
-57,438
479
$1.72M 0.02%
1,805
-223
480
$1.69M 0.02%
78,312
+20,802
481
$1.69M 0.02%
26,118
+600
482
$1.69M 0.02%
18,482
-1,510
483
$1.69M 0.02%
66,239
-2,640
484
$1.68M 0.02%
26,201
-3,970
485
$1.66M 0.02%
33,749
-1,299
486
$1.66M 0.02%
37,209
+7,952
487
$1.65M 0.02%
4,720
-27
488
$1.65M 0.02%
70,069
+1,310
489
$1.63M 0.02%
28,145
-1,314
490
$1.63M 0.02%
42,796
-7,408
491
$1.62M 0.02%
19,900
-9,033
492
$1.61M 0.02%
52,330
-302
493
$1.6M 0.02%
24,540
+15,737
494
$1.6M 0.02%
61,556
-273
495
$1.6M 0.02%
+32,272
496
$1.59M 0.02%
57,560
-1,192
497
$1.58M 0.02%
27,886
+12,114
498
$1.56M 0.02%
44,502
+3,356
499
$1.55M 0.02%
19,935
+4,148
500
$1.51M 0.01%
17,584
+5,741
18 19
20
21 22