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
551
$1.19M 0.01%
27,851
-3,972
552
$1.18M 0.01%
21,854
+167
553
$1.18M 0.01%
9,610
-1,676
554
$1.18M 0.01%
38,794
-16
555
$1.17M 0.01%
43,122
+300
556
$1.17M 0.01%
44,093
+29,029
557
$1.16M 0.01%
23,851
+3,987
558
$1.16M 0.01%
14,746
+2,944
559
$1.16M 0.01%
212,093
+3,794
560
$1.15M 0.01%
26,971
+254
561
$1.15M 0.01%
+85,742
562
$1.14M 0.01%
11,711
+285
563
$1.13M 0.01%
8,554
-10,693
564
$1.11M 0.01%
27,070
+295
565
$1.11M 0.01%
52,670
+2,125
566
$1.11M 0.01%
8,796
+128
567
$1.11M 0.01%
26,540
+14,393
568
$1.11M 0.01%
28,720
-1,560
569
$1.1M 0.01%
27,137
-2,126
570
$1.1M 0.01%
12,003
-501
571
$1.09M 0.01%
13,723
-1,915
572
$1.08M 0.01%
11,667
-249
573
$1.07M 0.01%
7,194
+11
574
$1.07M 0.01%
24,740
575
$1.07M 0.01%
23,437
-1,257
21 22
23
24 25