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
551
$1.2M 0.01%
15,506
+536
552
$1.18M 0.01%
26,023
-589
553
$1.18M 0.01%
21,594
+176
554
$1.18M 0.01%
44,491
-467
555
$1.18M 0.01%
10,586
+7,092
556
$1.17M 0.01%
16,736
-8,340
557
$1.17M 0.01%
11,916
+2,250
558
$1.17M 0.01%
7,957
-1,088
559
$1.17M 0.01%
47,837
-7,964
560
$1.16M 0.01%
25,786
-26,971
561
$1.16M 0.01%
21,063
+4,512
562
$1.16M 0.01%
7,183
+5,612
563
$1.16M 0.01%
12,795
+1,688
564
$1.15M 0.01%
23,313
-632
565
$1.15M 0.01%
30,280
-2,280
566
$1.14M 0.01%
45,123
+22,266
567
$1.13M 0.01%
15,239
-6,057
568
$1.13M 0.01%
15,499
+1,467
569
$1.13M 0.01%
16,757
+905
570
$1.12M 0.01%
34,289
-31,636
571
$1.11M 0.01%
11,802
+3,308
572
$1.11M 0.01%
42,822
-870
573
$1.11M 0.01%
29,263
-20,282
574
$1.11M 0.01%
208,299
-1,856
575
$1.11M 0.01%
8,788
-1,664
21 22
23
24 25