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
876
$753K ﹤0.01%
13,066
-14,071
877
$752K ﹤0.01%
53,633
+18,880
878
$751K ﹤0.01%
62,637
+6,045
879
$749K ﹤0.01%
18,686
+1,262
880
$744K ﹤0.01%
18,972
-2,286
881
$743K ﹤0.01%
7,652
-136
882
$743K ﹤0.01%
10,588
883
$740K ﹤0.01%
12,927
-1,148
884
$732K ﹤0.01%
4,007
-30
885
$732K ﹤0.01%
14,761
+2,541
886
$730K ﹤0.01%
5,150
+99
887
$728K ﹤0.01%
21,012
-1,822
888
$728K ﹤0.01%
25,148
+49
889
$726K ﹤0.01%
15,210
+2,579
890
$723K ﹤0.01%
11,011
-1,982
891
$720K ﹤0.01%
11,539
+4,615
892
$716K ﹤0.01%
4,077
-50,312
893
$710K ﹤0.01%
10,269
-628
894
$710K ﹤0.01%
14,927
+337
895
$708K ﹤0.01%
5,274
+2,401
896
$707K ﹤0.01%
16,314
-15,306
897
$705K ﹤0.01%
5,080
-16,264
898
$705K ﹤0.01%
6,541
899
$702K ﹤0.01%
19,616
+548
900
$702K ﹤0.01%
14,534
-6,616
34 35
36
37 38