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
726
$473K 0.01%
+3,461
727
$473K 0.01%
14,687
+4,601
728
$472K 0.01%
5,041
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729
$468K 0.01%
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-6,080
730
$467K 0.01%
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731
$467K 0.01%
6,595
732
$466K 0.01%
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$464K 0.01%
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+40,756
734
$464K 0.01%
119
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7,135
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736
$462K 0.01%
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$462K 0.01%
11,510
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738
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739
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740
$454K 0.01%
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741
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744
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16,750
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746
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7,616
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747
$448K 0.01%
9,496
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748
$448K 0.01%
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749
$448K 0.01%
5,434
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750
$448K 0.01%
5,510
-46
28 29
30
31 32