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
576
$2.32M 0.01%
24,993
+17,728
577
$2.31M 0.01%
25,887
-2,096
578
$2.31M 0.01%
85,850
579
$2.3M 0.01%
70,355
+4,188
580
$2.29M 0.01%
31,006
-7,732
581
$2.27M 0.01%
92,532
582
$2.26M 0.01%
16,159
-734
583
$2.26M 0.01%
112,612
584
$2.23M 0.01%
46,860
-15,756
585
$2.22M 0.01%
25,878
+741
586
$2.22M 0.01%
119,850
587
$2.21M 0.01%
62,662
+2,420
588
$2.21M 0.01%
338,541
+13,597
589
$2.19M 0.01%
87,035
-14,055
590
$2.19M 0.01%
28,995
+3,302
591
$2.19M 0.01%
23,929
+8,554
592
$2.19M 0.01%
26,436
+230
593
$2.18M 0.01%
80,376
+26,617
594
$2.18M 0.01%
59,620
-740
595
$2.18M 0.01%
17,258
+3,879
596
$2.17M 0.01%
48,218
+5,257
597
$2.15M 0.01%
30,267
-392
598
$2.14M 0.01%
25,656
+14,881
599
$2.14M 0.01%
60,610
-9,858
600
$2.13M 0.01%
61,666
-72,871
22 23
24
25 26