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
776
$520K ﹤0.01%
10,983
+240
777
$519K ﹤0.01%
+17,094
778
$518K ﹤0.01%
180,597
+151,189
779
$513K ﹤0.01%
5,554
-859
780
$510K ﹤0.01%
26,175
+6,286
781
$508K ﹤0.01%
+9,480
782
$507K ﹤0.01%
42,000
783
$502K ﹤0.01%
7,102
784
$499K ﹤0.01%
18,263
-492
785
$498K ﹤0.01%
9,563
+1,440
786
$496K ﹤0.01%
9,112
+5,800
787
$495K ﹤0.01%
93,008
-1,150,784
788
$493K ﹤0.01%
+36,365
789
$491K ﹤0.01%
12,928
+879
790
$491K ﹤0.01%
3,700
+1,000
791
$490K ﹤0.01%
14,672
-20,182
792
$489K ﹤0.01%
21,935
-9,147
793
$485K ﹤0.01%
1,309
-224
794
$484K ﹤0.01%
22,459
+639
795
$483K ﹤0.01%
113,650
+36,200
796
$483K ﹤0.01%
30,477
-1,361
797
$483K ﹤0.01%
6,184
+1,350
798
$482K ﹤0.01%
58,752
+42,485
799
$482K ﹤0.01%
3,869
-525
800
$482K ﹤0.01%
8,394
-126
30 31
32
33 34