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
576
$1.1M 0.01%
94,582
+1,447
577
$1.1M 0.01%
26,717
-670
578
$1.09M 0.01%
11,426
+1,100
579
$1.08M 0.01%
26,775
-1,485
580
$1.08M 0.01%
13,286
+9,159
581
$1.06M 0.01%
+34,854
582
$1.06M 0.01%
+72,360
583
$1.05M 0.01%
18,080
-602
584
$1.05M 0.01%
24,740
-78
585
$1.05M 0.01%
46,961
+9,374
586
$1.04M 0.01%
15,638
+9,234
587
$1.03M 0.01%
24,694
+1,553
588
$1.03M 0.01%
35,494
-6,540
589
$1.03M 0.01%
+67,500
590
$1.02M 0.01%
56,670
-7,635
591
$1.02M 0.01%
29,469
-6,514
592
$1.02M 0.01%
+17,990
593
$1.02M 0.01%
7,728
+329
594
$1.01M 0.01%
21,958
+624
595
$1.01M 0.01%
9,341
+602
596
$1M 0.01%
24,486
+4,085
597
$1M 0.01%
15,738
-184
598
$999K 0.01%
39,359
-1,560
599
$990K 0.01%
+29,815
600
$987K 0.01%
26,302
+6,380
22 23
24
25 26