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
826
$441K ﹤0.01%
7,086
-134
827
$440K ﹤0.01%
1,533
-257
828
$439K ﹤0.01%
26,785
-668
829
$437K ﹤0.01%
9,313
+1,667
830
$436K ﹤0.01%
3,659
+129
831
$434K ﹤0.01%
7,095
-1,290
832
$433K ﹤0.01%
19,801
+2,268
833
$430K ﹤0.01%
48,388
+16,732
834
$429K ﹤0.01%
68,854
-512
835
$428K ﹤0.01%
12,118
+5,300
836
$426K ﹤0.01%
50,814
-18,210
837
$425K ﹤0.01%
5,978
-3,313
838
$424K ﹤0.01%
5,606
+2,268
839
$423K ﹤0.01%
+13,128
840
$421K ﹤0.01%
3,424
-9,835
841
$421K ﹤0.01%
+8,435
842
$420K ﹤0.01%
43,788
+3,234
843
$420K ﹤0.01%
4,981
+1,891
844
$419K ﹤0.01%
6,294
-3,325
845
$418K ﹤0.01%
7,950
846
$416K ﹤0.01%
12,125
+541
847
$415K ﹤0.01%
+10,617
848
$414K ﹤0.01%
29,123
-209
849
$413K ﹤0.01%
10,330
+430
850
$413K ﹤0.01%
+9,732
32 33
34
35 36