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
676
$927K 0.01%
16,692
+1,959
677
$924K 0.01%
15,573
678
$921K 0.01%
8,215
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34,598
-48,111
681
$917K 0.01%
7,772
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682
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13,359
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683
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34,305
-1,362
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$914K 0.01%
25,294
-2,809
685
$913K 0.01%
30,165
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45,000
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687
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688
$906K 0.01%
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689
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17,860
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696
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$882K 0.01%
42,197
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698
$880K 0.01%
30,770
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699
$877K 0.01%
27,970
+2,100
700
$872K 0.01%
6,896
+713
26 27
28
29 30