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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61M 0.57%
532,427
-833
52
$60.8M 0.57%
1,020,294
+44,769
53
$59.6M 0.56%
964,858
+6,211
54
$56.5M 0.53%
1,702,070
+245,574
55
$55.2M 0.51%
1,467,412
+856,288
56
$54.3M 0.51%
519,489
+22,664
57
$54M 0.5%
686,603
+19,964
58
$51.5M 0.48%
1,828,492
+5,572
59
$51.4M 0.48%
956,335
-9,588
60
$48.9M 0.46%
204,136
+1,830
61
$48.9M 0.46%
562,158
-17,467
62
$48.1M 0.45%
2,787,970
+108,240
63
$47.9M 0.45%
1,004,300
+101,170
64
$47.5M 0.44%
671,832
+41,075
65
$46.1M 0.43%
582,144
-105,295
66
$45.3M 0.42%
298,261
+14,615
67
$45.1M 0.42%
656,030
-107,857
68
$43.5M 0.41%
634,906
-22,722
69
$43.3M 0.4%
1,400,540
+60,925
70
$42.9M 0.4%
152,117
-18,047
71
$42M 0.39%
300,260
+7,131
72
$41.2M 0.38%
276,630
-4,508
73
$41.2M 0.38%
871,852
+439,915
74
$40.3M 0.38%
558,769
+38,774
75
$38.8M 0.36%
254,512
-221
1 2
3
4 5