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
526
$1.68M 0.01%
260,690
-7,459
527
$1.66M 0.01%
66,554
528
$1.66M 0.01%
45,577
+1,525
529
$1.66M 0.01%
62,905
-7,268
530
$1.65M 0.01%
22,152
+6,812
531
$1.64M 0.01%
53,708
-7,925
532
$1.62M 0.01%
30,828
+1,275
533
$1.6M 0.01%
31,440
-3,406
534
$1.59M 0.01%
37,992
-8,967
535
$1.59M 0.01%
43,416
+6,457
536
$1.58M 0.01%
9,101
+311
537
$1.58M 0.01%
45,818
-10,713
538
$1.57M 0.01%
26,358
-1,061
539
$1.57M 0.01%
24,830
+1,194
540
$1.56M 0.01%
14,872
+840
541
$1.56M 0.01%
30,034
+15,254
542
$1.55M 0.01%
45,923
-88
543
$1.55M 0.01%
23,426
-800
544
$1.55M 0.01%
18,835
+1,938
545
$1.54M 0.01%
59,537
-1,660
546
$1.54M 0.01%
15,699
+850
547
$1.53M 0.01%
66,150
+10,500
548
$1.52M 0.01%
35,177
-1,394
549
$1.52M 0.01%
21,469
-7,851
550
$1.52M 0.01%
+12,047
20 21
22
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