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
526
$1.31M 0.01%
24,280
-274
527
$1.3M 0.01%
45,076
-47
528
$1.3M 0.01%
3,036
-194
529
$1.29M 0.01%
37,367
+7,552
530
$1.29M 0.01%
15,586
-267
531
$1.29M 0.01%
93,048
532
$1.28M 0.01%
23,972
-12,544
533
$1.28M 0.01%
24,428
-58
534
$1.28M 0.01%
9,800
-385
535
$1.26M 0.01%
8,203
-1,500
536
$1.26M 0.01%
21,352
-242
537
$1.25M 0.01%
44,309
-182
538
$1.25M 0.01%
23,518
+2,455
539
$1.24M 0.01%
10,082
-1,163
540
$1.23M 0.01%
+8,984
541
$1.23M 0.01%
28,162
-34,056
542
$1.23M 0.01%
65,790
+9,120
543
$1.23M 0.01%
29,588
+18
544
$1.22M 0.01%
15,506
545
$1.22M 0.01%
9,691
+350
546
$1.21M 0.01%
8,004
+47
547
$1.2M 0.01%
17,322
+586
548
$1.2M 0.01%
25,025
+14,652
549
$1.19M 0.01%
+20,041
550
$1.19M 0.01%
23,400
-2,623
20 21
22
23 24