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
526
$1.04M 0.01%
72,733
527
$1.03M 0.01%
13,584
+261
528
$1.03M 0.01%
14,119
-10,366
529
$1.03M 0.01%
26,969
-563
530
$1.03M 0.01%
56,826
-10,854
531
$990K 0.01%
26,710
532
$988K 0.01%
15,483
-21
533
$983K 0.01%
+34,000
534
$977K 0.01%
109,496
+2,961
535
$966K 0.01%
22,423
-2,493
536
$960K 0.01%
14,041
+3,718
537
$956K 0.01%
48,366
-2,313
538
$953K 0.01%
34,300
539
$952K 0.01%
177,188
-44,993
540
$948K 0.01%
19,332
+8,783
541
$947K 0.01%
3,770
+282
542
$942K 0.01%
20,898
-8,658
543
$934K 0.01%
13,904
-9,796
544
$931K 0.01%
57,451
+561
545
$931K 0.01%
6,391
+267
546
$928K 0.01%
19,145
-2,004
547
$922K 0.01%
54,834
+29,630
548
$916K 0.01%
13,988
+550
549
$916K 0.01%
36,104
+80
550
$913K 0.01%
44,688
+13,998
20 21
22
23 24