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
901
$695K ﹤0.01%
19,310
+474
902
$694K ﹤0.01%
4,173
-27,593
903
$694K ﹤0.01%
37,272
+448
904
$693K ﹤0.01%
8,373
+928
905
$687K ﹤0.01%
37,151
-16,001
906
$687K ﹤0.01%
+8,194
907
$686K ﹤0.01%
37,263
+7,995
908
$685K ﹤0.01%
6,487
+332
909
$683K ﹤0.01%
30,492
+3,000
910
$682K ﹤0.01%
9,308
+2,410
911
$682K ﹤0.01%
23,388
+669
912
$678K ﹤0.01%
69,032
913
$677K ﹤0.01%
118,080
+22,492
914
$677K ﹤0.01%
34,200
-5,690
915
$676K ﹤0.01%
42,000
916
$676K ﹤0.01%
+21,344
917
$676K ﹤0.01%
11,104
+648
918
$673K ﹤0.01%
5,108
-765
919
$671K ﹤0.01%
7,466
+259
920
$670K ﹤0.01%
13,432
-125
921
$669K ﹤0.01%
12,726
-796
922
$664K ﹤0.01%
23,403
-3,131
923
$663K ﹤0.01%
7,611
+1,574
924
$662K ﹤0.01%
22,562
+3,634
925
$662K ﹤0.01%
7,013
-320
35 36
37
38 39