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
551
$2.68M 0.01%
79,972
+3,390
552
$2.67M 0.01%
27,378
-2,698
553
$2.66M 0.01%
96,374
554
$2.65M 0.01%
39,056
+43
555
$2.62M 0.01%
45,826
-112
556
$2.6M 0.01%
47,760
-1,448
557
$2.59M 0.01%
68,097
-6,441
558
$2.59M 0.01%
103,615
-18,309
559
$2.56M 0.01%
15,947
-1,728
560
$2.56M 0.01%
104,475
+2,722
561
$2.55M 0.01%
70,637
+3,003
562
$2.53M 0.01%
30,173
-591
563
$2.49M 0.01%
33,080
+658
564
$2.47M 0.01%
31,088
-1,262
565
$2.44M 0.01%
17,889
+2,068
566
$2.44M 0.01%
207,180
+9,697
567
$2.44M 0.01%
37,824
-2,570
568
$2.42M 0.01%
23,677
+10,355
569
$2.42M 0.01%
26,000
-1,204
570
$2.41M 0.01%
42,939
+12,135
571
$2.4M 0.01%
75,036
-18,271
572
$2.39M 0.01%
154,894
-3,039
573
$2.37M 0.01%
53,491
+11,855
574
$2.35M 0.01%
+37,324
575
$2.33M 0.01%
92,182
+21,073
21 22
23
24 25