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
526
$3.06M 0.02%
17,862
+4,239
527
$3.05M 0.02%
66,230
+6,399
528
$3.05M 0.02%
139,868
-3,000
529
$3.03M 0.02%
118,670
+91,847
530
$3.03M 0.02%
+32,950
531
$3M 0.02%
37,948
+2,083
532
$2.97M 0.02%
12,067
+1,347
533
$2.97M 0.02%
104,797
+277
534
$2.97M 0.02%
184,564
+36,452
535
$2.96M 0.02%
174,780
+41,889
536
$2.95M 0.02%
34,650
-325
537
$2.9M 0.02%
65,295
+7,601
538
$2.9M 0.02%
14,041
-549
539
$2.89M 0.02%
87,261
+20,075
540
$2.89M 0.02%
66,602
-1,978
541
$2.89M 0.02%
69,140
-11,816
542
$2.84M 0.01%
63,235
+43
543
$2.84M 0.01%
156,440
+87,059
544
$2.77M 0.01%
51,311
-516
545
$2.75M 0.01%
45,791
-12,528
546
$2.75M 0.01%
126,550
+62,235
547
$2.72M 0.01%
100,775
+750
548
$2.71M 0.01%
30,633
+5,901
549
$2.7M 0.01%
77,736
+10,163
550
$2.69M 0.01%
50,177
+117
20 21
22
23 24