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
776
$661K ﹤0.01%
13,345
-4,508
777
$659K ﹤0.01%
8,025
-861
778
$656K ﹤0.01%
10,018
+75
779
$654K ﹤0.01%
5,041
-76
780
$654K ﹤0.01%
34,007
+794
781
$653K ﹤0.01%
19,362
-5,880
782
$652K ﹤0.01%
6,302
+2,784
783
$651K ﹤0.01%
5,846
+24
784
$651K ﹤0.01%
42,151
-3,599
785
$650K ﹤0.01%
6,486
-983
786
$641K ﹤0.01%
13,182
+22
787
$638K ﹤0.01%
13,169
+521
788
$637K ﹤0.01%
28,487
+493
789
$637K ﹤0.01%
12,178
+1,096
790
$636K ﹤0.01%
2,318
-76
791
$630K ﹤0.01%
14,018
792
$630K ﹤0.01%
9,747
-321
793
$628K ﹤0.01%
12,992
794
$628K ﹤0.01%
8,806
-548
795
$624K ﹤0.01%
25,119
+115
796
$619K ﹤0.01%
32,852
+3,122
797
$619K ﹤0.01%
15,005
+1,774
798
$617K ﹤0.01%
29,055
+1,120
799
$615K ﹤0.01%
+163,893
800
$615K ﹤0.01%
+73,200
30 31
32
33 34