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
851
$834K ﹤0.01%
19,102
-7,206
852
$831K ﹤0.01%
5,039
+194
853
$831K ﹤0.01%
10,835
-155
854
$828K ﹤0.01%
19,808
+335
855
$827K ﹤0.01%
16,871
-9,206
856
$825K ﹤0.01%
22,772
-575
857
$821K ﹤0.01%
129,426
858
$820K ﹤0.01%
+26,971
859
$820K ﹤0.01%
12,917
+3,400
860
$814K ﹤0.01%
14,839
-7,827
861
$810K ﹤0.01%
+17,670
862
$809K ﹤0.01%
+16,800
863
$809K ﹤0.01%
66,824
+234
864
$808K ﹤0.01%
49,589
+6,302
865
$803K ﹤0.01%
14,439
+616
866
$791K ﹤0.01%
16,458
867
$783K ﹤0.01%
33,749
-5,583
868
$783K ﹤0.01%
+8,568
869
$782K ﹤0.01%
44,435
-5,380
870
$781K ﹤0.01%
+26,787
871
$776K ﹤0.01%
23,738
872
$775K ﹤0.01%
52,892
-5,908
873
$773K ﹤0.01%
13,527
+2,239
874
$768K ﹤0.01%
59,232
+29,837
875
$754K ﹤0.01%
18,788
+550
33 34
35
36 37