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
726
$1.25M 0.01%
73,287
+9,298
727
$1.24M 0.01%
25,324
+4,065
728
$1.24M 0.01%
66,849
+1,305
729
$1.24M 0.01%
13,465
+1,270
730
$1.24M 0.01%
286,564
+90,569
731
$1.22M 0.01%
8,842
-48
732
$1.22M 0.01%
64,370
+10,084
733
$1.21M 0.01%
18,050
+10,448
734
$1.21M 0.01%
26,423
735
$1.21M 0.01%
20,611
+4,029
736
$1.21M 0.01%
9,802
+1,656
737
$1.21M 0.01%
40,203
+12,503
738
$1.2M 0.01%
37,683
-15,059
739
$1.19M 0.01%
177,288
-4,895
740
$1.19M 0.01%
17,173
-1,924
741
$1.17M 0.01%
57,810
+3,993
742
$1.17M 0.01%
11,716
-484
743
$1.17M 0.01%
19,684
+2,149
744
$1.16M 0.01%
36,397
+6,063
745
$1.15M 0.01%
11,345
-7,569
746
$1.15M 0.01%
25,111
+6,805
747
$1.15M 0.01%
16,149
-1,140
748
$1.15M 0.01%
65,648
+144
749
$1.14M 0.01%
14,554
+4,598
750
$1.14M 0.01%
+12,866
28 29
30
31 32