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
626
$1.88M 0.01%
48,561
-17,074
627
$1.88M 0.01%
12,922
+921
628
$1.87M 0.01%
250,222
+3,865
629
$1.86M 0.01%
79,995
+3,447
630
$1.86M 0.01%
72,166
+1,135
631
$1.86M 0.01%
47,681
+6,761
632
$1.85M 0.01%
31,069
+10,965
633
$1.85M 0.01%
+51,446
634
$1.84M 0.01%
34,982
-112
635
$1.84M 0.01%
12,800
-723
636
$1.83M 0.01%
31,512
+2,662
637
$1.82M 0.01%
34,319
+96
638
$1.81M 0.01%
50,779
-7,780
639
$1.79M 0.01%
10,633
+491
640
$1.79M 0.01%
+24,181
641
$1.78M 0.01%
111,373
+3,839
642
$1.78M 0.01%
5,164
-1,099
643
$1.77M 0.01%
50,729
+22,290
644
$1.75M 0.01%
59,877
-6,566
645
$1.74M 0.01%
12,790
+4,907
646
$1.73M 0.01%
53,756
-116,878
647
$1.73M 0.01%
24,062
+1,075
648
$1.72M 0.01%
52,438
-5,250
649
$1.72M 0.01%
34,128
-116
650
$1.72M 0.01%
12,126
+471
24 25
26
27 28