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
701
$1.37M 0.01%
41,528
+20,069
702
$1.36M 0.01%
51,890
-33,544
703
$1.35M 0.01%
39,598
-9,527
704
$1.35M 0.01%
+97,666
705
$1.35M 0.01%
868,518
+17,513
706
$1.34M 0.01%
7,428
+803
707
$1.34M 0.01%
32,070
+240
708
$1.32M 0.01%
22,213
709
$1.32M 0.01%
67,756
-4,768
710
$1.31M 0.01%
25,218
-1,645
711
$1.29M 0.01%
15,640
+67
712
$1.29M 0.01%
27,149
-1,752
713
$1.29M 0.01%
18,586
+54
714
$1.29M 0.01%
42,570
+3,892
715
$1.28M 0.01%
29,282
-1,293
716
$1.28M 0.01%
56,400
+900
717
$1.28M 0.01%
127,498
718
$1.28M 0.01%
92,929
+46,785
719
$1.28M 0.01%
12,320
-4,622
720
$1.27M 0.01%
44,000
721
$1.27M 0.01%
23,132
-336
722
$1.26M 0.01%
394,110
+80,136
723
$1.26M 0.01%
42,305
+30,887
724
$1.26M 0.01%
18,218
+695
725
$1.25M 0.01%
51,517
+6,405
27 28
29
30 31