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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
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%
24,000
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%
29,123
849
$422K ﹤0.01%
9,245
-1,150
850
$422K ﹤0.01%
18,358
+327
32 33
34
35 36