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
901
$455K ﹤0.01%
23,778
+3,371
902
$455K ﹤0.01%
8,960
-594
903
$451K ﹤0.01%
29,500
904
$447K ﹤0.01%
2,088
-249
905
$446K ﹤0.01%
48,341
906
$446K ﹤0.01%
14,559
+1,301
907
$446K ﹤0.01%
+18,916
908
$446K ﹤0.01%
25,639
+583
909
$445K ﹤0.01%
2,226
+218
910
$444K ﹤0.01%
11,843
+103
911
$444K ﹤0.01%
13,997
-494
912
$441K ﹤0.01%
711
-40
913
$438K ﹤0.01%
5,728
-982
914
$437K ﹤0.01%
8,112
+266
915
$437K ﹤0.01%
9,009
-1,650
916
$436K ﹤0.01%
6,763
+1,244
917
$433K ﹤0.01%
9,903
-605
918
$432K ﹤0.01%
9,912
919
$432K ﹤0.01%
13,377
-73
920
$431K ﹤0.01%
11,413
921
$430K ﹤0.01%
26,384
+295
922
$430K ﹤0.01%
3,386
+65
923
$428K ﹤0.01%
10,744
-189
924
$428K ﹤0.01%
25,116
+12,832
925
$427K ﹤0.01%
18,940
35 36
37
38 39