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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$862K 0.01%
39,340
-1,524
627
$857K 0.01%
18,204
+11,391
628
$857K 0.01%
52,744
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631
$845K 0.01%
31,665
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632
$842K 0.01%
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633
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26,227
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634
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31,769
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635
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8,867
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636
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33,638
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637
$825K 0.01%
10,445
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638
$822K 0.01%
19,188
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639
$816K 0.01%
22,298
-1,302
640
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16,388
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642
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644
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645
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86,682
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646
$794K 0.01%
14,456
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647
$791K 0.01%
21,364
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648
$787K 0.01%
18,020
-5,058
649
$786K 0.01%
21,611
+10,181
650
$785K 0.01%
26,297
+10,384
24 25
26
27 28