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
751
$720K ﹤0.01%
4,669
-2,960
752
$718K ﹤0.01%
39,375
+2,301
753
$716K ﹤0.01%
3,715
-226
754
$715K ﹤0.01%
38,183
-447
755
$714K ﹤0.01%
14,928
+1,946
756
$712K ﹤0.01%
33,955
+3,680
757
$710K ﹤0.01%
31,506
+4,072
758
$710K ﹤0.01%
19,550
-1,199
759
$709K ﹤0.01%
10,481
-48
760
$706K ﹤0.01%
7,174
+1,997
761
$705K ﹤0.01%
11,437
+164
762
$704K ﹤0.01%
6,940
+804
763
$699K ﹤0.01%
15,451
-599
764
$697K ﹤0.01%
7,695
-958
765
$696K ﹤0.01%
11,804
-1,437
766
$693K ﹤0.01%
23,166
+809
767
$686K ﹤0.01%
26,775
-396
768
$685K ﹤0.01%
12,404
+332
769
$683K ﹤0.01%
18,134
+1,824
770
$674K ﹤0.01%
65,200
771
$674K ﹤0.01%
11,845
+2,678
772
$669K ﹤0.01%
15,716
-821
773
$665K ﹤0.01%
6,944
-150
774
$663K ﹤0.01%
35,437
-76,823
775
$662K ﹤0.01%
16,757
+2,229
29 30
31
32 33