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
551
$912K 0.01%
12,242
-349
552
$906K 0.01%
25,736
+2,730
553
$904K 0.01%
17,754
+3,889
554
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+17,220
555
$899K 0.01%
14,446
-265
556
$895K 0.01%
21,178
+2,312
557
$891K 0.01%
5,827
-125
558
$889K 0.01%
27,033
-67,945
559
$883K 0.01%
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-6
560
$883K 0.01%
23,770
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561
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18,484
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562
$876K 0.01%
13,266
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563
$866K 0.01%
20,544
-3,793
564
$865K 0.01%
45,270
565
$863K 0.01%
11,684
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$863K 0.01%
22,835
567
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9,025
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568
$854K 0.01%
22,379
569
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18,713
-45
570
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40,166
+3,033
571
$849K 0.01%
33,836
-3,079
572
$845K 0.01%
1,341
573
$842K 0.01%
14,535
+5,443
574
$835K 0.01%
11,857
+3,756
575
$831K 0.01%
15,500
-370,057
21 22
23
24 25