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
851
$421K ﹤0.01%
7,424
+524
852
$418K ﹤0.01%
12,026
+3,211
853
$418K ﹤0.01%
5,491
+2,078
854
$416K ﹤0.01%
14,227
+1,374
855
$415K ﹤0.01%
2,649
+423
856
$414K ﹤0.01%
23,200
+700
857
$412K ﹤0.01%
40,544
+7,095
858
$412K ﹤0.01%
13,730
859
$411K ﹤0.01%
8,241
+357
860
$411K ﹤0.01%
2,448
-135
861
$410K ﹤0.01%
+5,400
862
$408K ﹤0.01%
6,174
-680
863
$407K ﹤0.01%
8,251
-109
864
$405K ﹤0.01%
7,432
-1,881
865
$404K ﹤0.01%
10,516
-550
866
$404K ﹤0.01%
9,610
+2,691
867
$404K ﹤0.01%
5,514
-532
868
$403K ﹤0.01%
13,248
+120
869
$403K ﹤0.01%
10,085
+341
870
$401K ﹤0.01%
483
+69
871
$400K ﹤0.01%
10,096
-788
872
$399K ﹤0.01%
8,728
+226
873
$398K ﹤0.01%
11,316
+541
874
$396K ﹤0.01%
24,243
+1,099
875
$394K ﹤0.01%
8,333
33 34
35
36 37