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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.7M 0.51%
2,021,005
+108,720
52
$75.9M 0.5%
1,434,844
+179,908
53
$74.2M 0.49%
479,198
+16,843
54
$71.1M 0.47%
644,330
-25,179
55
$70M 0.46%
2,384,791
-91,456
56
$69.9M 0.46%
1,217,584
-94,322
57
$66.4M 0.44%
918,625
+227,158
58
$66.3M 0.44%
1,445,179
+31,976
59
$65.9M 0.43%
787,773
-76,647
60
$65M 0.43%
450,221
-3,849
61
$64M 0.42%
883,193
-39,834
62
$62.1M 0.41%
193,559
+4,297
63
$60.5M 0.4%
445,932
-18,500
64
$58.5M 0.39%
982,128
+322,451
65
$58.4M 0.38%
1,302,563
+23,211
66
$58.3M 0.38%
558,309
+37,900
67
$58M 0.38%
227,626
-18,766
68
$57.3M 0.38%
806,220
-3,519
69
$57M 0.38%
613,427
-328
70
$56.6M 0.37%
598,580
+20,260
71
$56.5M 0.37%
302,610
+4,083
72
$54.7M 0.36%
1,019,262
-4,282
73
$54.6M 0.36%
311,831
+6,727
74
$54.6M 0.36%
1,013,072
+557,318
75
$53.1M 0.35%
991,730
-25,218
1 2
3
4 5