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
851
$526K ﹤0.01%
3,444
-1
852
$526K ﹤0.01%
+41,859
853
$525K ﹤0.01%
6,053
-212
854
$524K ﹤0.01%
53,853
+20,169
855
$523K ﹤0.01%
32,364
+5,996
856
$520K ﹤0.01%
16,773
+4,408
857
$520K ﹤0.01%
11,162
+1,327
858
$519K ﹤0.01%
69,225
+331
859
$519K ﹤0.01%
9,469
-3,287
860
$514K ﹤0.01%
9,577
-866
861
$513K ﹤0.01%
9,969
+111
862
$513K ﹤0.01%
43,746
+5,391
863
$512K ﹤0.01%
+24,948
864
$508K ﹤0.01%
14,448
+591
865
$504K ﹤0.01%
6,178
+1,154
866
$504K ﹤0.01%
7,019
-1,221
867
$503K ﹤0.01%
8,609
+4,645
868
$501K ﹤0.01%
16,289
+2,000
869
$494K ﹤0.01%
3,864
-33
870
$494K ﹤0.01%
9,399
-5,933
871
$494K ﹤0.01%
6,024
-894
872
$494K ﹤0.01%
10,362
-1,720
873
$494K ﹤0.01%
8,746
-1,407
874
$492K ﹤0.01%
27,428
-6,738
875
$488K ﹤0.01%
10,163
-2,532
33 34
35
36 37