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
901
$370K ﹤0.01%
+3,800
902
$368K ﹤0.01%
12,525
+4,025
903
$367K ﹤0.01%
5,423
+575
904
$364K ﹤0.01%
6,348
-245
905
$364K ﹤0.01%
12,834
+915
906
$363K ﹤0.01%
4,693
-2,502
907
$363K ﹤0.01%
12,017
+118
908
$362K ﹤0.01%
6,732
+1,332
909
$361K ﹤0.01%
5,967
910
$361K ﹤0.01%
366,149
-10,000
911
$361K ﹤0.01%
9,059
-683
912
$360K ﹤0.01%
11,412
+609
913
$357K ﹤0.01%
10,885
-1,240
914
$357K ﹤0.01%
24,360
-2,370
915
$356K ﹤0.01%
+24,390
916
$356K ﹤0.01%
7,546
-12,612
917
$355K ﹤0.01%
14,460
+110
918
$353K ﹤0.01%
9,124
+784
919
$352K ﹤0.01%
3,689
+111
920
$351K ﹤0.01%
8,808
-283
921
$350K ﹤0.01%
8,486
-3,854
922
$350K ﹤0.01%
16,974
+996
923
$350K ﹤0.01%
+8,549
924
$349K ﹤0.01%
11,513
-12,331
925
$349K ﹤0.01%
+15,184
35 36
37
38 39