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
651
$1.71M 0.01%
11,145
+83
652
$1.71M 0.01%
35,502
+9,624
653
$1.7M 0.01%
38,129
+1,437
654
$1.7M 0.01%
33,998
+7,421
655
$1.7M 0.01%
21,087
+4,578
656
$1.69M 0.01%
57,537
-11,409
657
$1.69M 0.01%
34,159
-1,253
658
$1.69M 0.01%
8,483
-1,484
659
$1.69M 0.01%
32,185
+72
660
$1.68M 0.01%
10,263
+507
661
$1.67M 0.01%
16,455
+197
662
$1.65M 0.01%
22,518
+114
663
$1.64M 0.01%
+128,604
664
$1.63M 0.01%
147,858
+50,024
665
$1.62M 0.01%
113,800
+76,000
666
$1.6M 0.01%
53,151
+31
667
$1.57M 0.01%
18,028
-8,695
668
$1.57M 0.01%
34,239
-19,954
669
$1.56M 0.01%
35,332
+5,505
670
$1.56M 0.01%
65,343
-861
671
$1.55M 0.01%
29,527
-2,845
672
$1.54M 0.01%
161,711
-306
673
$1.54M 0.01%
55,374
+496
674
$1.54M 0.01%
58,323
675
$1.53M 0.01%
35,557
+3,372
25 26
27
28 29