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
801
$987K 0.01%
12,741
+1,447
802
$985K 0.01%
15,911
-2,266
803
$983K 0.01%
50,906
+1,500
804
$982K 0.01%
8,131
-59
805
$979K 0.01%
39,636
+12,093
806
$977K 0.01%
14,204
+1,665
807
$975K 0.01%
52,690
+13,038
808
$966K 0.01%
15,585
-4,073
809
$964K 0.01%
15,454
+45
810
$963K 0.01%
35,655
+14,811
811
$962K 0.01%
61,600
+25,600
812
$959K 0.01%
136,466
+2,404
813
$957K 0.01%
+16,431
814
$952K 0.01%
14,465
+5,026
815
$951K 0.01%
64,853
-9,106
816
$951K 0.01%
12,836
-1,750
817
$947K ﹤0.01%
20,100
+10,194
818
$946K ﹤0.01%
86,442
819
$943K ﹤0.01%
62,506
+25,901
820
$941K ﹤0.01%
40,670
-2,085
821
$937K ﹤0.01%
22,987
-160
822
$936K ﹤0.01%
32,384
+1,884
823
$935K ﹤0.01%
42,179
+23,962
824
$932K ﹤0.01%
6,639
+372
825
$930K ﹤0.01%
18,005
+13,544
31 32
33
34 35