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
776
$1.07M 0.01%
15,942
+2,273
777
$1.07M 0.01%
14,187
-50,341
778
$1.07M 0.01%
25,228
-240
779
$1.06M 0.01%
58,906
-2,152
780
$1.05M 0.01%
13,871
+1,798
781
$1.05M 0.01%
13,447
+48
782
$1.05M 0.01%
17,740
-3,144
783
$1.05M 0.01%
16,531
+328
784
$1.04M 0.01%
72,016
-985
785
$1.04M 0.01%
27,050
+5,692
786
$1.04M 0.01%
10,674
+6,105
787
$1.04M 0.01%
17,780
-4,284
788
$1.04M 0.01%
30,495
-961
789
$1.03M 0.01%
22,081
+3,669
790
$1.02M 0.01%
8,212
-1,095
791
$1.02M 0.01%
10,560
+802
792
$1.01M 0.01%
126,465
+244
793
$1M 0.01%
2,898
-3,042
794
$1M 0.01%
1,004
-114
795
$999K 0.01%
16,574
+8,686
796
$999K 0.01%
18,786
+615
797
$996K 0.01%
30,891
+8,905
798
$996K 0.01%
39,165
+308
799
$992K 0.01%
82,147
+13,445
800
$990K 0.01%
24,566
+728
30 31
32
33 34