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
876
$394K ﹤0.01%
6,833
+595
877
$392K ﹤0.01%
38,708
878
$392K ﹤0.01%
12,575
+1,920
879
$390K ﹤0.01%
7,989
880
$390K ﹤0.01%
25,689
881
$389K ﹤0.01%
23,667
882
$388K ﹤0.01%
3,206
+147
883
$387K ﹤0.01%
7,844
884
$387K ﹤0.01%
12,489
-459
885
$386K ﹤0.01%
6,303
-1,663
886
$385K ﹤0.01%
9,408
-158
887
$385K ﹤0.01%
15,822
+575
888
$384K ﹤0.01%
6,209
-85
889
$384K ﹤0.01%
60,718
-546
890
$380K ﹤0.01%
+8,236
891
$378K ﹤0.01%
8,121
+33
892
$378K ﹤0.01%
6,779
-2,266
893
$377K ﹤0.01%
34,920
-22,630
894
$376K ﹤0.01%
38,209
+2,963
895
$376K ﹤0.01%
16,440
-1,830
896
$375K ﹤0.01%
488
+95
897
$375K ﹤0.01%
7,439
+1,026
898
$373K ﹤0.01%
+8,377
899
$373K ﹤0.01%
4,893
-4,251
900
$373K ﹤0.01%
14,483
-1,114
34 35
36
37 38