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
776
$504K ﹤0.01%
7,195
-117
777
$504K ﹤0.01%
61,264
-4,957
778
$503K ﹤0.01%
7,851
+381
779
$502K ﹤0.01%
8,880
-1,000
780
$501K ﹤0.01%
4,394
+1,098
781
$500K ﹤0.01%
10,395
+260
782
$496K ﹤0.01%
10,586
-353
783
$495K ﹤0.01%
16,620
+2,814
784
$495K ﹤0.01%
+45,750
785
$492K ﹤0.01%
12,340
-4,640
786
$488K ﹤0.01%
5,330
-1,260
787
$487K ﹤0.01%
11,814
+921
788
$487K ﹤0.01%
+16,885
789
$486K ﹤0.01%
45,328
+543
790
$484K ﹤0.01%
12,347
-2,777
791
$482K ﹤0.01%
19,620
-311
792
$481K ﹤0.01%
5,144
-395
793
$481K ﹤0.01%
10,373
+1,482
794
$479K ﹤0.01%
12,147
-53,212
795
$474K ﹤0.01%
20,958
-1,142
796
$474K ﹤0.01%
10,317
-953
797
$473K ﹤0.01%
+43,731
798
$473K ﹤0.01%
8,520
-693
799
$472K ﹤0.01%
45,322
+22,117
800
$468K ﹤0.01%
15,246
+1,970
30 31
32
33 34