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
526
$1.32M 0.01%
46,977
-6
527
$1.32M 0.01%
+68,600
528
$1.31M 0.01%
11,245
+3,206
529
$1.31M 0.01%
80,765
-10,609
530
$1.3M 0.01%
10,185
-2,251
531
$1.3M 0.01%
+30,409
532
$1.3M 0.01%
21,687
-4,513
533
$1.29M 0.01%
+93,048
534
$1.29M 0.01%
116,428
+1,060
535
$1.28M 0.01%
27,198
-5,162
536
$1.28M 0.01%
15,853
-378
537
$1.27M 0.01%
49,823
+13,926
538
$1.27M 0.01%
+256,045
539
$1.27M 0.01%
28,041
+1,758
540
$1.26M 0.01%
29,570
+2,631
541
$1.26M 0.01%
22,680
+6,058
542
$1.26M 0.01%
31,804
+19,943
543
$1.26M 0.01%
15,645
+10,573
544
$1.24M 0.01%
37,028
+8,017
545
$1.23M 0.01%
24,554
+198
546
$1.22M 0.01%
38,810
+4,743
547
$1.21M 0.01%
+17,650
548
$1.21M 0.01%
12,504
-14,832
549
$1.2M 0.01%
107,769
-15,418
550
$1.2M 0.01%
8,668
-7,800
20 21
22
23 24