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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$412K ﹤0.01%
11,899
+149
852
$410K ﹤0.01%
17,619
-1,691
853
$410K ﹤0.01%
6,809
+166
854
$409K ﹤0.01%
13,785
+3,440
855
$408K ﹤0.01%
2,153
+980
856
$406K ﹤0.01%
+15,597
857
$404K ﹤0.01%
10,590
-240
858
$403K ﹤0.01%
6,910
-1,812
859
$403K ﹤0.01%
8,997
-2,568
860
$403K ﹤0.01%
7,102
-62
861
$401K ﹤0.01%
23,667
+2,084
862
$400K ﹤0.01%
11,066
+1,533
863
$400K ﹤0.01%
11,251
-8,573
864
$399K ﹤0.01%
14,350
865
$398K ﹤0.01%
+24,000
866
$397K ﹤0.01%
6,900
+366
867
$396K ﹤0.01%
8,360
+898
868
$395K ﹤0.01%
10,374
-3,835
869
$394K ﹤0.01%
+9,523
870
$393K ﹤0.01%
+13,730
871
$393K ﹤0.01%
5,036
+1,078
872
$391K ﹤0.01%
38,708
873
$390K ﹤0.01%
9,045
+3,545
874
$390K ﹤0.01%
6,770
+887
875
$390K ﹤0.01%
25,689
33 34
35
36 37