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
626
$1.15M 0.01%
10,694
+981
627
$1.14M 0.01%
19,143
+8,196
628
$1.13M 0.01%
38,858
-3,856
629
$1.12M 0.01%
38,541
630
$1.12M 0.01%
75,627
+14,585
631
$1.12M 0.01%
52,997
-11,315
632
$1.11M 0.01%
8,919
-172
633
$1.1M 0.01%
12,120
-111
634
$1.1M 0.01%
14,306
+1,691
635
$1.09M 0.01%
25,775
-1,704
636
$1.09M 0.01%
33,157
+964
637
$1.08M 0.01%
9,329
-1,649
638
$1.08M 0.01%
22,074
639
$1.08M 0.01%
6,279
+2,634
640
$1.08M 0.01%
21,378
+265
641
$1.08M 0.01%
21,394
-2,269
642
$1.07M 0.01%
6,915
-2,023
643
$1.07M 0.01%
125,783
+12,344
644
$1.07M 0.01%
7,502
+1,058
645
$1.04M 0.01%
22,594
+1,325
646
$1.03M 0.01%
15,355
-209
647
$1.03M 0.01%
10,698
-65
648
$1.02M 0.01%
16,092
-1,659
649
$1.02M 0.01%
+23,449
650
$1.01M 0.01%
25,553
-15,103
24 25
26
27 28