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
876
$388K ﹤0.01%
11,893
+780
877
$385K ﹤0.01%
+13,769
878
$384K ﹤0.01%
+7,494
879
$383K ﹤0.01%
8,012
-791
880
$381K ﹤0.01%
7,306
-3,876
881
$381K ﹤0.01%
6,593
-2,868
882
$381K ﹤0.01%
34,000
+18,000
883
$380K ﹤0.01%
7,884
-102
884
$380K ﹤0.01%
22,500
+4,500
885
$380K ﹤0.01%
+23,117
886
$378K ﹤0.01%
10,348
-523
887
$378K ﹤0.01%
4,759
+24
888
$377K ﹤0.01%
49,149
-450,211
889
$374K ﹤0.01%
15,039
-511
890
$370K ﹤0.01%
6,081
-227
891
$369K ﹤0.01%
3,067
-853
892
$368K ﹤0.01%
10,323
+1,801
893
$367K ﹤0.01%
23,718
894
$366K ﹤0.01%
23,144
-2,494
895
$366K ﹤0.01%
18,031
+4,477
896
$365K ﹤0.01%
+8,586
897
$362K ﹤0.01%
7,989
-126
898
$362K ﹤0.01%
42,000
899
$362K ﹤0.01%
10,803
-5,806
900
$361K ﹤0.01%
8,333
34 35
36
37 38