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
476
$3.67M 0.02%
33,096
+901
477
$3.65M 0.02%
87,587
-251
478
$3.6M 0.02%
12,434
-2,765
479
$3.58M 0.02%
8,715
-395
480
$3.57M 0.02%
47,627
+293
481
$3.57M 0.02%
51,102
-3,114
482
$3.55M 0.02%
70,159
-17,263
483
$3.54M 0.02%
469,662
+249,004
484
$3.53M 0.02%
28,333
+2,921
485
$3.53M 0.02%
131,039
-10,355
486
$3.52M 0.02%
68,088
-12,729
487
$3.49M 0.02%
87,552
+6,887
488
$3.48M 0.02%
29,868
+393
489
$3.48M 0.02%
86,594
+8,119
490
$3.47M 0.02%
34,792
+3,604
491
$3.45M 0.02%
118,102
-1,482
492
$3.41M 0.02%
30,235
-4,851
493
$3.41M 0.02%
103,722
-11,387
494
$3.41M 0.02%
96,354
+290
495
$3.4M 0.02%
84,060
+12,625
496
$3.39M 0.02%
137,830
+23,634
497
$3.39M 0.02%
62,357
+3,959
498
$3.38M 0.02%
22,980
-11,850
499
$3.37M 0.02%
29,710
-460
500
$3.37M 0.02%
43,397
+2,036
18 19
20
21 22