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
476
$1.99M 0.01%
17,340
-793
477
$1.99M 0.01%
9,796
-646
478
$1.98M 0.01%
24,189
-90
479
$1.97M 0.01%
106,905
+12,391
480
$1.97M 0.01%
34,745
-208
481
$1.96M 0.01%
83,151
+36,279
482
$1.96M 0.01%
53,775
-849
483
$1.95M 0.01%
23,059
+192
484
$1.95M 0.01%
40,593
+1,556
485
$1.95M 0.01%
19,710
+3,521
486
$1.95M 0.01%
26,438
-358
487
$1.95M 0.01%
62,185
+5,325
488
$1.95M 0.01%
20,673
-775
489
$1.94M 0.01%
44,633
-1,061
490
$1.94M 0.01%
14,160
-811
491
$1.94M 0.01%
97,945
-10,757
492
$1.94M 0.01%
55,825
+6,909
493
$1.94M 0.01%
22,789
+3,276
494
$1.94M 0.01%
171,395
+3,200
495
$1.9M 0.01%
176,688
-15,450
496
$1.9M 0.01%
46,584
+9,768
497
$1.88M 0.01%
19,825
-17,693
498
$1.88M 0.01%
40,744
+1,276
499
$1.87M 0.01%
35,967
+4,527
500
$1.87M 0.01%
+59,745
18 19
20
21 22