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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$550K 0.01%
7,274
-75
677
$550K 0.01%
16,414
-3,600
678
$548K 0.01%
11,869
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679
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82,722
-5,841
680
$539K 0.01%
20,600
-1,331
681
$538K 0.01%
+29,066
682
$536K 0.01%
59,140
683
$536K 0.01%
12,001
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684
$534K 0.01%
37,742
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685
$529K 0.01%
12,697
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686
$528K 0.01%
5,230
-195
687
$527K 0.01%
4,842
-130
688
$527K 0.01%
12,365
+5,855
689
$526K 0.01%
12,297
-190
690
$522K 0.01%
65,200
691
$521K 0.01%
25,806
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692
$518K 0.01%
66,667
693
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19,337
-3,799
694
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10,584
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$517K 0.01%
20,010
696
$516K 0.01%
13,624
-4,742
697
$514K 0.01%
19,704
-342
698
$513K 0.01%
19,083
+8,698
699
$512K 0.01%
12,042
-5,582
700
$511K 0.01%
53,994
-3,942
26 27
28
29 30