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
901
$277K ﹤0.01%
10,612
-228
902
$277K ﹤0.01%
12,790
+970
903
$276K ﹤0.01%
6,520
+552
904
$276K ﹤0.01%
4,950
-1,375
905
$276K ﹤0.01%
10,574
906
$276K ﹤0.01%
6,848
-4,667
907
$275K ﹤0.01%
17,880
-2,027
908
$275K ﹤0.01%
2,577
-587
909
$274K ﹤0.01%
+443
910
$274K ﹤0.01%
18,000
-10,297
911
$274K ﹤0.01%
5,508
-204
912
$271K ﹤0.01%
13,400
+1,004
913
$271K ﹤0.01%
5,079
+32
914
$268K ﹤0.01%
+226
915
$268K ﹤0.01%
6,903
-5,689
916
$265K ﹤0.01%
6,131
+1,050
917
$265K ﹤0.01%
4,759
+224
918
$264K ﹤0.01%
18,907
+857
919
$264K ﹤0.01%
+26,000
920
$263K ﹤0.01%
3,574
-24
921
$263K ﹤0.01%
20,000
-5,748
922
$262K ﹤0.01%
+7,030
923
$262K ﹤0.01%
633
+48
924
$262K ﹤0.01%
7,831
-1,400
925
$257K ﹤0.01%
+9,509
35 36
37
38 39