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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$559K 0.01%
12,246
+7,130
752
$558K 0.01%
8,731
+126
753
$558K 0.01%
13,210
-350
754
$558K 0.01%
44,235
+2,928
755
$556K 0.01%
37,050
-8,700
756
$554K 0.01%
31,814
+331
757
$552K 0.01%
13,181
-14
758
$551K 0.01%
4,589
-3,139
759
$551K 0.01%
14,436
+8,220
760
$551K 0.01%
4,926
-25
761
$551K 0.01%
14,474
-8,092
762
$550K 0.01%
7,576
-1,082
763
$550K 0.01%
20,813
764
$546K 0.01%
5,005
+2,188
765
$544K 0.01%
10,008
+4,960
766
$544K 0.01%
13,981
-92,538
767
$541K 0.01%
68,502
-352
768
$540K 0.01%
25,151
+2,488
769
$538K 0.01%
80,065
+5,000
770
$537K 0.01%
45,113
-215
771
$535K 0.01%
2,021
-417
772
$535K 0.01%
17,261
-4,874
773
$527K ﹤0.01%
18,776
+66
774
$525K ﹤0.01%
13,349
+2,732
775
$521K ﹤0.01%
10,542
+249
29 30
31
32 33