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
51
$45.4M 0.54%
861,202
-34,230
52
$45.1M 0.54%
170,867
+2,698
53
$44.6M 0.53%
1,759,163
+651,985
54
$44.5M 0.53%
478,132
-100,268
55
$44.2M 0.53%
468,794
+45,862
56
$42.7M 0.51%
206,414
+24,888
57
$42.5M 0.51%
326,821
+29,648
58
$42.1M 0.5%
+729,265
59
$40.2M 0.48%
718,237
-4,137
60
$39.6M 0.47%
560,885
+52,935
61
$39.4M 0.47%
1,081,879
-193,421
62
$39.1M 0.47%
596,876
+20,316
63
$39M 0.47%
596,546
+9,709
64
$38.3M 0.46%
505,174
+25,046
65
$36.5M 0.44%
439,330
+7,205
66
$36.4M 0.44%
809,086
-6,351
67
$35.9M 0.43%
1,694,364
-64,642
68
$35.7M 0.43%
373,783
+27,330
69
$34.1M 0.41%
495,808
+2,919
70
$33.4M 0.4%
695,872
+33,234
71
$32.3M 0.39%
227,188
+3,990
72
$32.3M 0.39%
717,902
+15,036
73
$31.5M 0.38%
222,006
-753
74
$31.1M 0.37%
296,211
+19,280
75
$30.4M 0.36%
585,431
-3,765
1 2
3
4 5