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
901
$359K ﹤0.01%
7,666
+2,674
902
$357K ﹤0.01%
31,400
903
$356K ﹤0.01%
+8,088
904
$354K ﹤0.01%
8,123
-782
905
$353K ﹤0.01%
+11,524
906
$353K ﹤0.01%
12,185
+194
907
$352K ﹤0.01%
75,065
+4,000
908
$351K ﹤0.01%
59,136
-185
909
$350K ﹤0.01%
10,775
910
$350K ﹤0.01%
+7,816
911
$349K ﹤0.01%
414
-4
912
$349K ﹤0.01%
22,663
+52
913
$348K ﹤0.01%
25,740
-3,579
914
$347K ﹤0.01%
5,006
+1,500
915
$347K ﹤0.01%
+9,744
916
$346K ﹤0.01%
7,844
-512
917
$346K ﹤0.01%
6,046
-878
918
$345K ﹤0.01%
+9,566
919
$345K ﹤0.01%
6,687
+1,938
920
$343K ﹤0.01%
12,714
-1,319
921
$342K ﹤0.01%
6,885
+2,582
922
$342K ﹤0.01%
4,834
+1,200
923
$341K ﹤0.01%
8,502
-2,824
924
$341K ﹤0.01%
+11,693
925
$341K ﹤0.01%
21,055
-13,960
35 36
37
38 39