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
801
$385K ﹤0.01%
2,572
+462
802
$383K ﹤0.01%
11,176
+7
803
$382K ﹤0.01%
4,962
-12,882
804
$381K ﹤0.01%
12,230
+1,530
805
$381K ﹤0.01%
22,481
-904
806
$380K ﹤0.01%
10,905
+2,123
807
$379K ﹤0.01%
+12,870
808
$374K ﹤0.01%
22,510
+1,560
809
$372K ﹤0.01%
+518
810
$371K ﹤0.01%
31,287
811
$369K ﹤0.01%
16,835
+1,280
812
$367K ﹤0.01%
3,618
+19
813
$366K ﹤0.01%
10,471
-5,659
814
$365K ﹤0.01%
4,629
-187
815
$364K ﹤0.01%
21,778
+3,276
816
$363K ﹤0.01%
+11,000
817
$360K ﹤0.01%
13,828
+62
818
$359K ﹤0.01%
+8,668
819
$359K ﹤0.01%
2,853
-39
820
$357K ﹤0.01%
9,767
821
$356K ﹤0.01%
7,931
-121
822
$353K ﹤0.01%
8,562
+90
823
$352K ﹤0.01%
20,083
+148
824
$349K ﹤0.01%
25,388
-5,532
825
$349K ﹤0.01%
43,424
-72
31 32
33
34 35