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
751
$1.14M 0.01%
31,860
-3,742
752
$1.13M 0.01%
40,932
+11,358
753
$1.13M 0.01%
87,042
+73,215
754
$1.12M 0.01%
23,445
-702
755
$1.12M 0.01%
268,221
756
$1.12M 0.01%
9,390
-112
757
$1.12M 0.01%
8,426
-366
758
$1.11M 0.01%
26,520
+125
759
$1.11M 0.01%
24,812
-575
760
$1.11M 0.01%
63,500
761
$1.11M 0.01%
18,617
-403
762
$1.11M 0.01%
9,065
+1,344
763
$1.11M 0.01%
13,929
+3,425
764
$1.1M 0.01%
+30,070
765
$1.09M 0.01%
36,644
-2,288
766
$1.09M 0.01%
150,887
767
$1.09M 0.01%
41,297
+7,866
768
$1.09M 0.01%
9,516
-1,111
769
$1.08M 0.01%
18,260
-388
770
$1.08M 0.01%
5,961
+2,217
771
$1.08M 0.01%
41,031
+6,317
772
$1.08M 0.01%
3,566
+121
773
$1.08M 0.01%
58,299
-211,054
774
$1.08M 0.01%
32,045
+1,695
775
$1.07M 0.01%
16,669
+3,933
29 30
31
32 33