JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.3M
3
+$24.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$23.5M
5
BNS icon
Scotiabank
BNS
+$22.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$15M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$14.9M
5
VLO icon
Valero Energy
VLO
+$13.2M

Sector Composition

1 Technology 12.66%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.21%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$255K ﹤0.01%
508,200
+96,720
927
$255K ﹤0.01%
5,245
-167
928
$255K ﹤0.01%
7,238
-110
929
$254K ﹤0.01%
+9,322
930
$254K ﹤0.01%
19,494
+2,752
931
$254K ﹤0.01%
+3,485
932
$254K ﹤0.01%
31,252
933
$253K ﹤0.01%
21,642
934
$251K ﹤0.01%
6,061
+348
935
$251K ﹤0.01%
+2,611
936
$250K ﹤0.01%
10,319
937
$248K ﹤0.01%
2,750
-112
938
$247K ﹤0.01%
22,076
+3,326
939
$247K ﹤0.01%
+3,446
940
$246K ﹤0.01%
7,305
+200
941
$246K ﹤0.01%
+2,490
942
$245K ﹤0.01%
4,542
+930
943
$244K ﹤0.01%
16,098
-727
944
$240K ﹤0.01%
+4,073
945
$239K ﹤0.01%
+1,496
946
$239K ﹤0.01%
+4,456
947
$237K ﹤0.01%
12,184
+124
948
$237K ﹤0.01%
14,315
+923
949
$236K ﹤0.01%
1,780
-108
950
$235K ﹤0.01%
8,322
-487
36 37
38
39 40