JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$60.5M
2
+$31.9M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20.4M
5
C icon
Citigroup
C
+$20M

Top Sells

1
+$58.6M
2
+$21.9M
3
+$20.9M
4
WFC icon
Wells Fargo
WFC
+$20.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.7M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$444K ﹤0.01%
6,730
-365
827
$443K ﹤0.01%
+30,624
828
$442K ﹤0.01%
8,138
+126
829
$442K ﹤0.01%
10,234
-2,113
830
$441K ﹤0.01%
31,400
831
$439K ﹤0.01%
7,309
+500
832
$437K ﹤0.01%
5,338
+332
833
$436K ﹤0.01%
11,566
-127
834
$435K ﹤0.01%
15,199
+3,999
835
$434K ﹤0.01%
11,349
+1,001
836
$433K ﹤0.01%
11,357
-167
837
$433K ﹤0.01%
21,194
+3,402
838
$431K ﹤0.01%
20,099
+4,845
839
$431K ﹤0.01%
4,871
+112
840
$430K ﹤0.01%
11,371
+997
841
$427K ﹤0.01%
43,038
-750
842
$427K ﹤0.01%
9,267
+270
843
$426K ﹤0.01%
48,000
844
$424K ﹤0.01%
14,105
+320
845
$423K ﹤0.01%
5,055
-89
846
$423K ﹤0.01%
8,435
847
$423K ﹤0.01%
20,088
+287
848
$422K ﹤0.01%
18,358
+327
849
$422K ﹤0.01%
29,123
850
$422K ﹤0.01%
9,245
-1,150
32 33
34
35 36