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
701
$511K 0.01%
5,290
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702
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5,904
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52,875
723
$476K 0.01%
733
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724
$475K 0.01%
+36,990
725
$475K 0.01%
5,877
+23
27 28
29
30 31