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
876
$487K ﹤0.01%
10,125
877
$487K ﹤0.01%
4,240
+78
878
$486K ﹤0.01%
7,905
879
$485K ﹤0.01%
+2,942
880
$482K ﹤0.01%
5,523
-75
881
$481K ﹤0.01%
5,854
+308
882
$477K ﹤0.01%
3,815
-87
883
$477K ﹤0.01%
16,359
+2,037
884
$475K ﹤0.01%
24,218
-3,563
885
$475K ﹤0.01%
16,926
+5,471
886
$475K ﹤0.01%
8,333
887
$474K ﹤0.01%
9,200
888
$474K ﹤0.01%
13,724
+6,494
889
$473K ﹤0.01%
2,139
+242
890
$472K ﹤0.01%
72,008
-20,000
891
$471K ﹤0.01%
9,516
+308
892
$471K ﹤0.01%
9,929
-1,319
893
$469K ﹤0.01%
6,102
+2
894
$468K ﹤0.01%
48,635
-790
895
$466K ﹤0.01%
11,333
-627
896
$464K ﹤0.01%
26,900
897
$462K ﹤0.01%
28,120
-27,915
898
$461K ﹤0.01%
10,906
-15,599
899
$457K ﹤0.01%
6,160
+1,363
900
$456K ﹤0.01%
12,250
34 35
36
37 38