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
501
$3.35M 0.02%
32,169
-1,527
502
$3.35M 0.02%
56,510
+3,946
503
$3.35M 0.02%
70,758
+6,882
504
$3.35M 0.02%
42,146
-5
505
$3.34M 0.02%
163,324
+97,041
506
$3.33M 0.02%
30,855
+35
507
$3.29M 0.02%
150,734
-13,616
508
$3.28M 0.02%
110,626
+24,680
509
$3.25M 0.02%
55,896
-17,940
510
$3.25M 0.02%
264,171
-35,545
511
$3.22M 0.02%
103,119
-2,068
512
$3.19M 0.02%
40,405
-641
513
$3.19M 0.02%
+230,043
514
$3.16M 0.02%
56,865
-7,639
515
$3.15M 0.02%
62,617
+1,180
516
$3.14M 0.02%
277,182
+4,842
517
$3.14M 0.02%
273,078
+174,825
518
$3.13M 0.02%
20,016
+13,074
519
$3.09M 0.02%
30,473
+3,221
520
$3.09M 0.02%
32,836
-1,088
521
$3.09M 0.02%
44,254
-8,337
522
$3.09M 0.02%
64,517
-5,441
523
$3.08M 0.02%
38,329
-7,622
524
$3.08M 0.02%
25,329
+6,771
525
$3.07M 0.02%
23,346
-741
19 20
21
22 23