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
801
$481K ﹤0.01%
21,175
-2,467
802
$480K ﹤0.01%
10,330
803
$480K ﹤0.01%
+9,965
804
$478K ﹤0.01%
2,587
-1,461
805
$474K ﹤0.01%
5,694
-2,009
806
$472K ﹤0.01%
9,732
807
$471K ﹤0.01%
26,785
808
$470K ﹤0.01%
23,074
+7,713
809
$469K ﹤0.01%
43,822
-1,500
810
$469K ﹤0.01%
10,463
+146
811
$467K ﹤0.01%
+6,772
812
$465K ﹤0.01%
26,380
+1,171
813
$464K ﹤0.01%
16,334
-551
814
$464K ﹤0.01%
32,696
-3,812
815
$463K ﹤0.01%
3,656
-75
816
$461K ﹤0.01%
7,950
817
$459K ﹤0.01%
60,072
+936
818
$459K ﹤0.01%
8,237
+443
819
$459K ﹤0.01%
+9,891
820
$458K ﹤0.01%
7,916
+3,031
821
$456K ﹤0.01%
21,690
822
$450K ﹤0.01%
3,783
+124
823
$450K ﹤0.01%
7,189
+419
824
$447K ﹤0.01%
3,364
-73
825
$446K ﹤0.01%
16,576
-1,445
31 32
33
34 35