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
926
$427K ﹤0.01%
7,882
-3,298
927
$426K ﹤0.01%
24,365
-11,623
928
$426K ﹤0.01%
6,985
929
$425K ﹤0.01%
8,059
-140
930
$425K ﹤0.01%
16,544
+2,244
931
$422K ﹤0.01%
60,000
932
$421K ﹤0.01%
9,050
+187
933
$419K ﹤0.01%
7,057
+1,556
934
$416K ﹤0.01%
12,051
-37
935
$416K ﹤0.01%
12,578
-1,954
936
$415K ﹤0.01%
8,615
+151
937
$413K ﹤0.01%
29,123
938
$411K ﹤0.01%
+26,380
939
$410K ﹤0.01%
14,283
-2,191
940
$410K ﹤0.01%
32,148
+304
941
$409K ﹤0.01%
4,470
+16
942
$408K ﹤0.01%
3,661
+831
943
$408K ﹤0.01%
26,012
-3,700
944
$406K ﹤0.01%
2,374
+32
945
$404K ﹤0.01%
19,293
-3,907
946
$404K ﹤0.01%
+18,417
947
$404K ﹤0.01%
4,800
+55
948
$402K ﹤0.01%
13,495
-182
949
$402K ﹤0.01%
7,095
+744
950
$401K ﹤0.01%
11,767
+3,504
36 37
38
39 40