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
501
$1.5M 0.01%
23,690
-18,844
502
$1.48M 0.01%
47,866
+23,774
503
$1.47M 0.01%
18,278
+759
504
$1.47M 0.01%
31,823
+13,532
505
$1.44M 0.01%
45,761
+4,163
506
$1.43M 0.01%
41,414
-436
507
$1.43M 0.01%
13,569
-3,509
508
$1.42M 0.01%
16,706
+7,985
509
$1.42M 0.01%
133,326
-20,946
510
$1.41M 0.01%
34,271
-3,696
511
$1.41M 0.01%
79,016
-37,038
512
$1.41M 0.01%
61,071
+49,133
513
$1.4M 0.01%
38,136
-14,617
514
$1.4M 0.01%
32,436
+1,466
515
$1.39M 0.01%
10,667
+3,130
516
$1.39M 0.01%
11,286
+2,808
517
$1.38M 0.01%
7,278
+3,713
518
$1.36M 0.01%
18,893
+3,271
519
$1.36M 0.01%
57,922
-6,388
520
$1.36M 0.01%
150,887
521
$1.35M 0.01%
9,703
+5,721
522
$1.34M 0.01%
30,768
-818
523
$1.34M 0.01%
3,230
+1,426
524
$1.33M 0.01%
40,542
+12,653
525
$1.33M 0.01%
18,630
-6,715
19 20
21
22 23