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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$571K ﹤0.01%
4,215
+762
827
$567K ﹤0.01%
16,290
-2,431
828
$566K ﹤0.01%
20,130
829
$560K ﹤0.01%
+11,191
830
$556K ﹤0.01%
8,969
-801
831
$556K ﹤0.01%
4,998
-112
832
$555K ﹤0.01%
2,238
+145
833
$553K ﹤0.01%
23,641
-3,838
834
$551K ﹤0.01%
107,529
-73,948
835
$551K ﹤0.01%
35,809
-8,417
836
$550K ﹤0.01%
11,334
-1,115
837
$547K ﹤0.01%
8,533
+1,333
838
$546K ﹤0.01%
10,788
-9,413
839
$543K ﹤0.01%
11,278
+1,340
840
$543K ﹤0.01%
10,944
-1,928
841
$543K ﹤0.01%
42,454
-566
842
$540K ﹤0.01%
13,721
-883
843
$539K ﹤0.01%
4,143
-10
844
$538K ﹤0.01%
3,851
-214
845
$536K ﹤0.01%
25,000
846
$533K ﹤0.01%
4,999
+31
847
$533K ﹤0.01%
4,151
-2,352
848
$530K ﹤0.01%
20,242
-3,569
849
$529K ﹤0.01%
23,190
-5,761
850
$529K ﹤0.01%
26,243
+4,761
32 33
34
35 36