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
626
$877K 0.01%
41,056
-32,185
627
$876K 0.01%
11,358
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628
$875K 0.01%
23,078
+2,284
629
$874K 0.01%
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630
$873K 0.01%
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631
$871K 0.01%
19,612
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632
$867K 0.01%
14,656
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633
$862K 0.01%
36,473
+11,183
634
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22,730
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635
$858K 0.01%
9,564
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636
$858K 0.01%
38,102
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637
$855K 0.01%
30,297
-3,184
638
$841K 0.01%
9,335
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639
$841K 0.01%
80,310
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640
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10,261
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641
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11,142
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642
$831K 0.01%
20,706
-8,127
643
$821K 0.01%
44,611
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644
$821K 0.01%
+32,818
645
$813K 0.01%
18,331
-2,503
646
$813K 0.01%
38,541
-4,773
647
$813K 0.01%
5,681
+1,203
648
$812K 0.01%
18,908
-5,310
649
$811K 0.01%
40,864
+15,260
650
$811K 0.01%
11,949
+1,307
24 25
26
27 28