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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$921K ﹤0.01%
32,946
+79
827
$913K ﹤0.01%
+31,782
828
$907K ﹤0.01%
33,224
-2,514
829
$906K ﹤0.01%
11,058
+519
830
$900K ﹤0.01%
131,001
-111,286
831
$899K ﹤0.01%
23,120
+120
832
$896K ﹤0.01%
53,246
-6,813
833
$895K ﹤0.01%
9,760
+589
834
$887K ﹤0.01%
30,216
+2,596
835
$881K ﹤0.01%
38,999
-2,420
836
$881K ﹤0.01%
50,000
-69
837
$870K ﹤0.01%
5,133
+203
838
$867K ﹤0.01%
56,189
-3,819
839
$865K ﹤0.01%
17,468
+2,807
840
$865K ﹤0.01%
26,356
841
$862K ﹤0.01%
22,367
+12,264
842
$861K ﹤0.01%
5,413
+3,009
843
$858K ﹤0.01%
46,038
-75,841
844
$851K ﹤0.01%
22,447
-2,400
845
$850K ﹤0.01%
13,494
-637
846
$850K ﹤0.01%
8,221
+57
847
$843K ﹤0.01%
6,632
+374
848
$839K ﹤0.01%
20,992
+1,655
849
$838K ﹤0.01%
21,700
-1,765
850
$837K ﹤0.01%
41,665
-1,000
32 33
34
35 36