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
876
$300K ﹤0.01%
12,144
+225
877
$299K ﹤0.01%
5,912
-1,870
878
$299K ﹤0.01%
15,856
879
$298K ﹤0.01%
40,902
+172
880
$297K ﹤0.01%
8,453
-508
881
$296K ﹤0.01%
170
+7
882
$295K ﹤0.01%
+3,484
883
$295K ﹤0.01%
7,482
+92
884
$291K ﹤0.01%
3,504
-2,550
885
$291K ﹤0.01%
+2,614
886
$290K ﹤0.01%
+24,927
887
$288K ﹤0.01%
33,640
-530
888
$288K ﹤0.01%
3,005
+231
889
$286K ﹤0.01%
+4,740
890
$286K ﹤0.01%
6,271
+286
891
$285K ﹤0.01%
8,042
+1,455
892
$283K ﹤0.01%
16,095
-2,258
893
$282K ﹤0.01%
6,531
+311
894
$282K ﹤0.01%
3,120
-70
895
$282K ﹤0.01%
16,900
-4,500
896
$281K ﹤0.01%
5,562
-225
897
$281K ﹤0.01%
4,085
-675
898
$281K ﹤0.01%
+5,100
899
$279K ﹤0.01%
4,790
900
$279K ﹤0.01%
4,553
+255
34 35
36
37 38