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
651
$1.01M 0.01%
4,178
-214
652
$1.01M 0.01%
44,893
+4,400
653
$1M 0.01%
67,500
654
$1M 0.01%
14,302
+96
655
$1M 0.01%
12,496
+4,032
656
$999K 0.01%
20,720
-207
657
$994K 0.01%
93,841
+73,000
658
$991K 0.01%
+48,174
659
$986K 0.01%
16,092
-2,209
660
$984K 0.01%
9,368
-1,359
661
$982K 0.01%
54,660
+4,100
662
$980K 0.01%
+5,094
663
$978K 0.01%
+35,508
664
$976K 0.01%
9,410
+54
665
$975K 0.01%
2,903
-645
666
$961K 0.01%
66,467
-1,312
667
$959K 0.01%
36,570
-3,031
668
$953K 0.01%
47,292
-1,698
669
$950K 0.01%
107,480
+10,624
670
$950K 0.01%
17,306
-904
671
$948K 0.01%
24,794
672
$938K 0.01%
11,307
-8,047
673
$938K 0.01%
17,392
+9,340
674
$937K 0.01%
34,000
675
$932K 0.01%
27,532
+1,308
25 26
27
28 29