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
576
$1.39M 0.01%
75,418
+15,326
577
$1.38M 0.01%
24,585
-1,249
578
$1.38M 0.01%
71,920
+1,359
579
$1.38M 0.01%
65,692
-351
580
$1.38M 0.01%
96,280
+7,860
581
$1.37M 0.01%
13,203
-47
582
$1.37M 0.01%
10,512
+3,491
583
$1.37M 0.01%
39,632
+19,220
584
$1.36M 0.01%
+35,553
585
$1.35M 0.01%
22,816
+330
586
$1.34M 0.01%
19,951
-2,869
587
$1.34M 0.01%
33,837
-2,074
588
$1.34M 0.01%
76,772
+7,004
589
$1.33M 0.01%
75,540
+899
590
$1.33M 0.01%
15,113
-1,132
591
$1.3M 0.01%
58,851
+2,201
592
$1.29M 0.01%
8,828
+1,450
593
$1.28M 0.01%
9,405
+1,458
594
$1.28M 0.01%
30,325
-10,162
595
$1.27M 0.01%
11,913
+2,847
596
$1.27M 0.01%
15,537
+1,574
597
$1.27M 0.01%
150,887
598
$1.26M 0.01%
1,406
-318
599
$1.26M 0.01%
60,898
600
$1.25M 0.01%
6,194
+173
22 23
24
25 26