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
601
$2.1M 0.01%
90,932
+64,148
602
$2.1M 0.01%
56,489
-264
603
$2.1M 0.01%
41,913
+8,767
604
$2.07M 0.01%
121,730
+58,780
605
$2.06M 0.01%
41,533
+3,326
606
$2.05M 0.01%
35,292
+14
607
$2.04M 0.01%
29,408
-47,185
608
$2.04M 0.01%
107,298
+40,541
609
$2.04M 0.01%
17,481
-15,783
610
$2.03M 0.01%
101,358
-651
611
$2.02M 0.01%
17,371
+2,109
612
$2.01M 0.01%
29,429
+544
613
$2M 0.01%
17,716
-2,895
614
$1.99M 0.01%
15,395
-8,890
615
$1.99M 0.01%
11,527
+462
616
$1.98M 0.01%
113,141
-222,776
617
$1.96M 0.01%
158,095
-200
618
$1.95M 0.01%
43,645
-1,047
619
$1.95M 0.01%
15,753
-1,506
620
$1.94M 0.01%
72,025
+222
621
$1.94M 0.01%
60,440
+21,032
622
$1.9M 0.01%
18,969
+15,566
623
$1.9M 0.01%
53,211
624
$1.9M 0.01%
23,406
-1,934
625
$1.89M 0.01%
22,263
-385
23 24
25
26 27