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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.15M 0.01%
10,728
+110
502
$1.15M 0.01%
16,073
+1,584
503
$1.14M 0.01%
26,444
+11,844
504
$1.13M 0.01%
29,970
-6,832
505
$1.13M 0.01%
19,653
-315
506
$1.12M 0.01%
29,032
+73
507
$1.12M 0.01%
16,972
-628
508
$1.12M 0.01%
10,472
+1,220
509
$1.11M 0.01%
46,396
+1,667
510
$1.11M 0.01%
47,099
+1,077
511
$1.1M 0.01%
27,628
-14,198
512
$1.1M 0.01%
31,424
+2,015
513
$1.09M 0.01%
27,062
-15,058
514
$1.09M 0.01%
14,340
+162
515
$1.08M 0.01%
7,130
+2,345
516
$1.08M 0.01%
21,306
-2,627
517
$1.08M 0.01%
18,858
-103
518
$1.07M 0.01%
43,972
-949
519
$1.07M 0.01%
29,491
-7,857
520
$1.06M 0.01%
+18,210
521
$1.06M 0.01%
29,993
+4,672
522
$1.06M 0.01%
37,621
-10,632
523
$1.05M 0.01%
8,603
+962
524
$1.05M 0.01%
20,354
+8,529
525
$1.05M 0.01%
50,709
+4,741
19 20
21
22 23