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
601
$1.25M 0.01%
27,874
-1,072
602
$1.25M 0.01%
48,621
+6,600
603
$1.25M 0.01%
26,135
-1,329
604
$1.24M 0.01%
9,329
+68
605
$1.23M 0.01%
33,818
-3,865
606
$1.22M 0.01%
28,613
+784
607
$1.22M 0.01%
19,256
-1,672
608
$1.21M 0.01%
19,815
609
$1.21M 0.01%
9,143
+3,159
610
$1.21M 0.01%
21,780
-348
611
$1.2M 0.01%
55,500
612
$1.2M 0.01%
41,357
+7,781
613
$1.19M 0.01%
51,137
+26,000
614
$1.18M 0.01%
135,777
+7,329
615
$1.18M 0.01%
16,825
+815
616
$1.17M 0.01%
26,158
-1,771
617
$1.17M 0.01%
10,840
618
$1.17M 0.01%
85,504
-6,852
619
$1.17M 0.01%
+21,654
620
$1.16M 0.01%
27,966
+630
621
$1.16M 0.01%
11,171
+8,221
622
$1.16M 0.01%
+12,869
623
$1.16M 0.01%
53,807
-5,960
624
$1.15M 0.01%
10,952
+1,602
625
$1.15M 0.01%
118,584
+4,416
23 24
25
26 27