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
826
$348K ﹤0.01%
17,525
+2,570
827
$347K ﹤0.01%
8,055
+1,966
828
$347K ﹤0.01%
+15,563
829
$346K ﹤0.01%
9,780
+811
830
$343K ﹤0.01%
6,671
-502
831
$343K ﹤0.01%
+12,761
832
$340K ﹤0.01%
9,896
-8,213
833
$339K ﹤0.01%
9,700
-550
834
$337K ﹤0.01%
6,277
+247
835
$337K ﹤0.01%
14,922
+2,565
836
$337K ﹤0.01%
6,189
-1,009
837
$336K ﹤0.01%
23,718
838
$335K ﹤0.01%
4,995
-836
839
$331K ﹤0.01%
+15,923
840
$331K ﹤0.01%
9,737
+110
841
$330K ﹤0.01%
4,663
+447
842
$330K ﹤0.01%
12,915
-375
843
$329K ﹤0.01%
3,288
-717
844
$328K ﹤0.01%
5,621
+18
845
$328K ﹤0.01%
2,941
+311
846
$326K ﹤0.01%
6,915
847
$325K ﹤0.01%
9,336
+1,185
848
$322K ﹤0.01%
3,715
-69
849
$320K ﹤0.01%
2,887
+224
850
$319K ﹤0.01%
16,273
+394
32 33
34
35 36