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
801
$466K ﹤0.01%
13,450
-635
802
$465K ﹤0.01%
9,742
+30
803
$465K ﹤0.01%
3,731
-955
804
$464K ﹤0.01%
15,030
-4,391
805
$464K ﹤0.01%
4,786
+341
806
$461K ﹤0.01%
+15,064
807
$459K ﹤0.01%
10,884
+1,376
808
$458K ﹤0.01%
2,583
+201
809
$458K ﹤0.01%
21,820
+385
810
$456K ﹤0.01%
+20,800
811
$455K ﹤0.01%
31,483
+2,580
812
$455K ﹤0.01%
7,794
-7,435
813
$454K ﹤0.01%
18,021
-1,283
814
$453K ﹤0.01%
23,642
-957
815
$452K ﹤0.01%
4,833
+2,671
816
$449K ﹤0.01%
77,450
+30,890
817
$449K ﹤0.01%
+21,690
818
$445K ﹤0.01%
+3,437
819
$445K ﹤0.01%
5,802
+245
820
$444K ﹤0.01%
5,884
+3,964
821
$444K ﹤0.01%
18,270
-92
822
$443K ﹤0.01%
+14,874
823
$443K ﹤0.01%
20,813
-252
824
$442K ﹤0.01%
10,743
+147
825
$441K ﹤0.01%
12,049
+1,709
31 32
33
34 35