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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$558K 0.01%
12,800
+100
752
$554K 0.01%
22,135
+6,152
753
$553K 0.01%
57,550
+45,941
754
$547K 0.01%
11,846
+1,187
755
$547K 0.01%
28,003
+247
756
$543K 0.01%
4,347
+28
757
$541K 0.01%
9,649
-2,863
758
$539K 0.01%
3,339
-240
759
$538K 0.01%
7,703
+3,718
760
$532K 0.01%
+8,605
761
$531K 0.01%
10,738
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762
$530K 0.01%
6,854
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763
$528K 0.01%
11,560
+844
764
$525K 0.01%
8,658
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765
$521K 0.01%
15,913
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$521K 0.01%
13,560
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767
$513K 0.01%
20,486
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768
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+12,800
769
$512K 0.01%
7,902
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770
$511K 0.01%
23,544
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771
$511K 0.01%
14,084
772
$509K ﹤0.01%
18,755
-729
773
$508K ﹤0.01%
10,293
-1,036
774
$505K ﹤0.01%
7,966
-2,019
775
$505K ﹤0.01%
36,508
+3,348
29 30
31
32 33