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
501
$1.86M 0.01%
39,371
-1,170
502
$1.84M 0.01%
80,415
-3,900
503
$1.83M 0.01%
23,611
-81
504
$1.8M 0.01%
86,414
+764
505
$1.79M 0.01%
31,856
+13,357
506
$1.79M 0.01%
27,370
-72,365
507
$1.78M 0.01%
35,034
+3,452
508
$1.78M 0.01%
31,822
+23,515
509
$1.78M 0.01%
27,281
+2,766
510
$1.78M 0.01%
16,922
+10,789
511
$1.76M 0.01%
40,628
+7,275
512
$1.76M 0.01%
98,656
+10,479
513
$1.76M 0.01%
92,777
-2,596
514
$1.76M 0.01%
46,544
-3,256
515
$1.76M 0.01%
26,674
-5,377
516
$1.75M 0.01%
23,401
+626
517
$1.74M 0.01%
14,374
518
$1.73M 0.01%
37,988
+7,197
519
$1.73M 0.01%
15,801
-1,184
520
$1.73M 0.01%
72,797
+4,524
521
$1.72M 0.01%
11,477
-1,166
522
$1.71M 0.01%
16,145
+580
523
$1.71M 0.01%
27,140
524
$1.7M 0.01%
46,986
-10,567
525
$1.69M 0.01%
4,252
-697
19 20
21
22 23