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
551
$1.52M 0.01%
23,317
-10,954
552
$1.51M 0.01%
28,046
-700,005
553
$1.51M 0.01%
30,160
+15,080
554
$1.5M 0.01%
20,390
-4,038
555
$1.5M 0.01%
25,519
+7,913
556
$1.49M 0.01%
11,009
-1,134
557
$1.49M 0.01%
8,795
-391
558
$1.49M 0.01%
36,599
+12,125
559
$1.48M 0.01%
12,983
+10,467
560
$1.47M 0.01%
20,320
-243
561
$1.47M 0.01%
16,969
+42
562
$1.46M 0.01%
36,516
-161
563
$1.45M 0.01%
45,756
564
$1.45M 0.01%
29,894
-5,432
565
$1.45M 0.01%
11,431
-404
566
$1.44M 0.01%
23,545
+6,897
567
$1.44M 0.01%
76,278
+14,278
568
$1.44M 0.01%
19,728
569
$1.43M 0.01%
221,254
+76,419
570
$1.43M 0.01%
38,835
+18,494
571
$1.42M 0.01%
26,847
-2,300
572
$1.42M 0.01%
64,184
+229
573
$1.41M 0.01%
37,650
+8,357
574
$1.41M 0.01%
44,558
-2,734
575
$1.41M 0.01%
54,215
-1,045
21 22
23
24 25