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
601
$983K 0.01%
50,545
-2,565
602
$980K 0.01%
159,315
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603
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77,895
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604
$968K 0.01%
36,796
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605
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+58,186
606
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15,093
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607
$952K 0.01%
8,954
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608
$946K 0.01%
14,091
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611
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612
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20,064
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613
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33,678
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20,334
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34,000
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29,141
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26,558
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621
$897K 0.01%
20,158
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622
$893K 0.01%
132,933
623
$882K 0.01%
11,124
+1,587
624
$879K 0.01%
+3,843
625
$878K 0.01%
19,864
+12,912
23 24
25
26 27