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
726
$785K 0.01%
18,780
-3,804
727
$784K 0.01%
10,642
+7,666
728
$779K 0.01%
30,804
729
$777K 0.01%
14,029
+3,687
730
$776K 0.01%
22,315
-500
731
$774K 0.01%
8,765
+635
732
$773K 0.01%
24,665
733
$772K 0.01%
16,229
-25
734
$772K 0.01%
123,105
+28,492
735
$771K 0.01%
20,962
736
$762K 0.01%
14,799
-657
737
$754K 0.01%
23,319
+2,923
738
$748K ﹤0.01%
4,800
-138
739
$746K ﹤0.01%
+29,766
740
$745K ﹤0.01%
5,499
-3,203
741
$744K ﹤0.01%
19,361
+4,262
742
$734K ﹤0.01%
11,582
-3,245
743
$733K ﹤0.01%
17,900
+1,508
744
$728K ﹤0.01%
7,674
-341
745
$727K ﹤0.01%
5,534
-2,782
746
$726K ﹤0.01%
17,507
+951
747
$726K ﹤0.01%
3,472
-200
748
$726K ﹤0.01%
12,203
+284
749
$725K ﹤0.01%
13,870
-2,782
750
$720K ﹤0.01%
22,715
28 29
30
31 32