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
501
$1.52M 0.01%
139,934
+32,165
502
$1.51M 0.01%
1,626
-179
503
$1.5M 0.01%
+106,413
504
$1.49M 0.01%
49,499
+3,738
505
$1.49M 0.01%
45,145
+4,603
506
$1.48M 0.01%
112,024
-21,302
507
$1.48M 0.01%
32,816
+15,900
508
$1.47M 0.01%
16,900
-684
509
$1.47M 0.01%
90,060
+9,295
510
$1.46M 0.01%
13,553
-16
511
$1.45M 0.01%
29,845
-2,427
512
$1.44M 0.01%
52,886
+556
513
$1.42M 0.01%
24,944
-842
514
$1.41M 0.01%
37,994
+8,525
515
$1.4M 0.01%
11,922
-5,249
516
$1.4M 0.01%
19,326
-609
517
$1.4M 0.01%
31,522
-282
518
$1.36M 0.01%
33,165
-1,106
519
$1.36M 0.01%
20,083
+4,990
520
$1.36M 0.01%
28,608
+567
521
$1.35M 0.01%
10,179
-488
522
$1.34M 0.01%
57,932
-3,139
523
$1.32M 0.01%
150,887
524
$1.31M 0.01%
44,310
+6,174
525
$1.31M 0.01%
92,146
-2,436
19 20
21
22 23