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
601
$748K 0.01%
5,954
+2,443
602
$747K 0.01%
51,708
603
$743K 0.01%
4,137
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6,192
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605
$738K 0.01%
11,029
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606
$736K 0.01%
8,162
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607
$736K 0.01%
16,825
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608
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17,448
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609
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15,868
+250
610
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10,150
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611
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17,255
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612
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39,852
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613
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3,414
614
$704K 0.01%
70,775
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615
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31,569
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22,575
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38,372
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619
$687K 0.01%
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620
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49,800
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621
$680K 0.01%
9,617
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$680K 0.01%
90,064
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623
$675K 0.01%
+16,558
624
$673K 0.01%
14,205
-345
625
$670K 0.01%
8,294
+1,437
23 24
25
26 27