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
676
$1.52M 0.01%
82,173
+7,113
677
$1.51M 0.01%
19,662
678
$1.5M 0.01%
18,763
+1,602
679
$1.48M 0.01%
13,279
+69
680
$1.48M 0.01%
+37,627
681
$1.48M 0.01%
10,814
-3,687
682
$1.46M 0.01%
71,523
-44,894
683
$1.46M 0.01%
91,880
-3,488
684
$1.46M 0.01%
22,860
-824
685
$1.45M 0.01%
49,432
+531
686
$1.44M 0.01%
28,317
+9,089
687
$1.44M 0.01%
111,446
+9,314
688
$1.43M 0.01%
34,848
-25
689
$1.43M 0.01%
150,485
-6,815
690
$1.42M 0.01%
+29,450
691
$1.41M 0.01%
21,934
-2,192
692
$1.41M 0.01%
16,997
+964
693
$1.41M 0.01%
39,362
-4,600
694
$1.4M 0.01%
12,819
+577
695
$1.4M 0.01%
33,917
+7,649
696
$1.4M 0.01%
47,917
-222
697
$1.38M 0.01%
69,059
-3,481
698
$1.38M 0.01%
14,676
+1,907
699
$1.37M 0.01%
23,585
-332
700
$1.37M 0.01%
14,882
+2,447
26 27
28
29 30