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
476
$1.69M 0.02%
56,044
-16,694
477
$1.69M 0.02%
81,689
-13,978
478
$1.68M 0.02%
26,096
-1,790
479
$1.68M 0.02%
27,227
-918
480
$1.67M 0.02%
61,680
+3,758
481
$1.66M 0.02%
12,942
-43,399
482
$1.65M 0.02%
38,707
-9,814
483
$1.64M 0.02%
26,768
+567
484
$1.64M 0.02%
27,193
+1,075
485
$1.63M 0.02%
85,600
+17,000
486
$1.6M 0.01%
23,836
+6,186
487
$1.59M 0.01%
14,132
-559
488
$1.58M 0.01%
14,812
-1,067
489
$1.58M 0.01%
49,850
+1,984
490
$1.58M 0.01%
40,407
-1,007
491
$1.57M 0.01%
32,794
492
$1.57M 0.01%
26,703
-21,883
493
$1.56M 0.01%
49,971
+148
494
$1.56M 0.01%
31,746
-38,531
495
$1.54M 0.01%
46,977
496
$1.53M 0.01%
20,288
+2,010
497
$1.53M 0.01%
23,906
+1,226
498
$1.52M 0.01%
17,855
+12,249
499
$1.52M 0.01%
18,676
+46
500
$1.52M 0.01%
23,533
-157
18 19
20
21 22