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
626
$670K 0.01%
14,553
-1,755
627
$667K 0.01%
6,000
628
$666K 0.01%
20,740
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32,399
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631
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13,960
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632
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633
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634
$649K 0.01%
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635
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637
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22,312
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639
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642
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644
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27,890
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645
$613K 0.01%
17,500
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646
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647
$605K 0.01%
38,541
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648
$605K 0.01%
29,923
+131
649
$602K 0.01%
31,494
-4,141
650
$602K 0.01%
+29,072
24 25
26
27 28