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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$422K 0.01%
9,682
-150
777
$420K 0.01%
6,001
-2,376
778
$420K 0.01%
6,677
-8,041
779
$417K 0.01%
43,250
+1,250
780
$416K 0.01%
6,526
+1,196
781
$415K 0.01%
+26,898
782
$415K 0.01%
+11,540
783
$414K ﹤0.01%
10,041
+461
784
$413K ﹤0.01%
10,089
-3,096
785
$413K ﹤0.01%
15,627
-5,825
786
$409K ﹤0.01%
3,565
+517
787
$409K ﹤0.01%
7,758
-22
788
$406K ﹤0.01%
66,245
+15,385
789
$405K ﹤0.01%
19,150
-310
790
$404K ﹤0.01%
7,144
-2,902
791
$403K ﹤0.01%
10,621
+3,342
792
$403K ﹤0.01%
+6,743
793
$402K ﹤0.01%
8,823
-140
794
$397K ﹤0.01%
13,980
+1,820
795
$396K ﹤0.01%
+24,539
796
$394K ﹤0.01%
13,980
-444
797
$393K ﹤0.01%
+11,644
798
$390K ﹤0.01%
6,140
-100
799
$389K ﹤0.01%
18,665
-2,249
800
$387K ﹤0.01%
3,738
-588
30 31
32
33 34