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
801
$615K ﹤0.01%
33,080
-10,723
802
$614K ﹤0.01%
14,001
+1,770
803
$614K ﹤0.01%
29,964
-912
804
$614K ﹤0.01%
16,522
-1,242
805
$612K ﹤0.01%
4,885
-163
806
$610K ﹤0.01%
12,406
-1,712
807
$609K ﹤0.01%
30,685
808
$607K ﹤0.01%
4,831
+1,204
809
$607K ﹤0.01%
15,060
+321
810
$606K ﹤0.01%
+27,779
811
$603K ﹤0.01%
+12,065
812
$602K ﹤0.01%
4,473
-194
813
$601K ﹤0.01%
706
-109
814
$599K ﹤0.01%
39,000
+6,463
815
$594K ﹤0.01%
4,025
+451
816
$593K ﹤0.01%
6,560
+752
817
$588K ﹤0.01%
6,115
-149
818
$587K ﹤0.01%
35,179
+7,817
819
$587K ﹤0.01%
6,442
+1,517
820
$583K ﹤0.01%
2,743
-21
821
$582K ﹤0.01%
166
-2
822
$580K ﹤0.01%
19,892
-365
823
$579K ﹤0.01%
11,751
-300
824
$578K ﹤0.01%
3,274
-602
825
$577K ﹤0.01%
+7,440
31 32
33
34 35