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
576
$1.06M 0.01%
21,790
+1,726
577
$1.05M 0.01%
121,026
+70,212
578
$1.05M 0.01%
17,818
-262
579
$1.05M 0.01%
5,485
-1,793
580
$1.05M 0.01%
21,908
-50
581
$1.04M 0.01%
35,084
-1,712
582
$1.04M 0.01%
22,730
-4,468
583
$1.03M 0.01%
15,201
-537
584
$1.02M 0.01%
67,500
585
$1.02M 0.01%
72,297
+23,182
586
$1.02M 0.01%
28,116
+18,416
587
$1.02M 0.01%
12,125
+767
588
$1.01M 0.01%
18,671
+11,984
589
$1M 0.01%
72,641
590
$1M 0.01%
13,140
-115
591
$1M 0.01%
13,269
+2,127
592
$1M 0.01%
22,030
+1,324
593
$1M 0.01%
14,779
+2,830
594
$995K 0.01%
11,802
-4,904
595
$994K 0.01%
+25,000
596
$986K 0.01%
5,673
-8
597
$980K 0.01%
19,087
-4,226
598
$975K 0.01%
22,621
-9,815
599
$966K 0.01%
54,507
-24,509
600
$962K 0.01%
12,476
22 23
24
25 26