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
51
$95.2M 0.5%
1,200,198
+99,657
52
$95M 0.5%
392,505
+29,136
53
$93M 0.49%
3,371,660
+303,086
54
$92.8M 0.48%
2,450,395
+17,515
55
$90.4M 0.47%
1,121,650
-138,920
56
$86.2M 0.45%
496,263
-6,935
57
$84.5M 0.44%
721,902
+21,479
58
$81.8M 0.43%
584,273
-1,509
59
$79.8M 0.42%
231,124
-13,420
60
$79.7M 0.42%
1,848,540
-279,392
61
$77.3M 0.4%
1,039,500
-114,460
62
$75.4M 0.39%
382,467
+17,798
63
$75.3M 0.39%
1,279,839
+152,169
64
$74M 0.39%
879,164
+31,977
65
$73.9M 0.39%
2,875,755
-41,998
66
$73.5M 0.38%
244,821
+20,882
67
$73M 0.38%
667,205
+1,293
68
$69.8M 0.36%
702,292
-1,935
69
$69.5M 0.36%
869,775
+44,835
70
$67.8M 0.35%
1,257,850
+13,933
71
$67.6M 0.35%
1,398,400
+150,092
72
$64.9M 0.34%
808,569
+73,046
73
$64.6M 0.34%
709,491
+23,258
74
$64.6M 0.34%
235,872
+26,457
75
$63.2M 0.33%
643,769
+114,203
1 2
3
4 5