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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$318K ﹤0.01%
2,494
-57
852
$318K ﹤0.01%
2,500
853
$318K ﹤0.01%
7,540
-1,920
854
$317K ﹤0.01%
4,890
-70
855
$316K ﹤0.01%
9,398
+411
856
$315K ﹤0.01%
25,200
+1,225
857
$315K ﹤0.01%
25,522
-776
858
$314K ﹤0.01%
7,110
-1,641
859
$313K ﹤0.01%
8,465
+476
860
$312K ﹤0.01%
3,033
-49
861
$308K ﹤0.01%
4,815
+304
862
$307K ﹤0.01%
74,910
-30,330
863
$306K ﹤0.01%
5,020
+350
864
$306K ﹤0.01%
6,627
+533
865
$306K ﹤0.01%
13,569
-40
866
$305K ﹤0.01%
+2,426
867
$305K ﹤0.01%
4,977
-210
868
$304K ﹤0.01%
39,452
869
$303K ﹤0.01%
6,638
-840
870
$303K ﹤0.01%
4,030
+1,312
871
$302K ﹤0.01%
+14,322
872
$302K ﹤0.01%
+10,475
873
$302K ﹤0.01%
1,848
-4
874
$302K ﹤0.01%
17,000
-75,200
875
$302K ﹤0.01%
4,251
+251
33 34
35
36 37