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
576
$829K 0.01%
51,739
+469
577
$826K 0.01%
19,651
578
$826K 0.01%
+5,490
579
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11,872
+1,072
580
$825K 0.01%
37,283
581
$813K 0.01%
93,186
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582
$811K 0.01%
19,318
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583
$806K 0.01%
14,302
-5,991
584
$799K 0.01%
6,537
+766
585
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17,002
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586
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10,564
-302
587
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22,667
-1,090
588
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18,679
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589
$787K 0.01%
24,910
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590
$786K 0.01%
18,883
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591
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592
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27,275
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593
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13,513
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594
$762K 0.01%
8,525
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595
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30,785
+7,775
596
$757K 0.01%
11,061
+3,446
597
$754K 0.01%
141,115
+75,400
598
$750K 0.01%
120,573
+39,820
599
$750K 0.01%
15,239
+1,762
600
$749K 0.01%
46,150
-13,250
22 23
24
25 26