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
926
$348K ﹤0.01%
4,942
-10,297
927
$348K ﹤0.01%
+4,301
928
$346K ﹤0.01%
7,197
-109
929
$344K ﹤0.01%
12,435
+250
930
$343K ﹤0.01%
3,090
-5,864
931
$341K ﹤0.01%
6,915
932
$340K ﹤0.01%
31,818
-31,818
933
$340K ﹤0.01%
13,298
-10,610
934
$340K ﹤0.01%
+12,823
935
$340K ﹤0.01%
4,260
-776
936
$339K ﹤0.01%
10,511
-4,519
937
$338K ﹤0.01%
5,845
-2,006
938
$338K ﹤0.01%
+6,441
939
$338K ﹤0.01%
3,240
-343
940
$336K ﹤0.01%
12,900
-7,900
941
$334K ﹤0.01%
+1,153
942
$334K ﹤0.01%
1,186
943
$334K ﹤0.01%
7,614
-972
944
$334K ﹤0.01%
2,821
-1,526
945
$333K ﹤0.01%
11,468
-10
946
$333K ﹤0.01%
26,462
+2,592
947
$332K ﹤0.01%
4,321
+1,376
948
$331K ﹤0.01%
2,005
+180
949
$331K ﹤0.01%
2,907
-160
950
$329K ﹤0.01%
18,293
-4,704
36 37
38
39 40