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
926
$661K ﹤0.01%
23,902
-971
927
$661K ﹤0.01%
37,632
928
$661K ﹤0.01%
26,352
+611
929
$659K ﹤0.01%
15,837
+4,485
930
$655K ﹤0.01%
28,438
-2,364
931
$652K ﹤0.01%
11,594
+1,990
932
$651K ﹤0.01%
6,118
+499
933
$651K ﹤0.01%
19,587
-3,980
934
$649K ﹤0.01%
24,867
+1,664
935
$648K ﹤0.01%
12,719
-231
936
$647K ﹤0.01%
5,420
+97
937
$640K ﹤0.01%
+78,327
938
$640K ﹤0.01%
18,618
-1,836
939
$639K ﹤0.01%
2,939
-627
940
$633K ﹤0.01%
+16,718
941
$631K ﹤0.01%
18,304
-276
942
$628K ﹤0.01%
49,449
+195
943
$628K ﹤0.01%
13,830
-34
944
$628K ﹤0.01%
39,203
+25,588
945
$626K ﹤0.01%
2,352
-426
946
$625K ﹤0.01%
4,375
947
$623K ﹤0.01%
+17,712
948
$621K ﹤0.01%
5,218
+3,185
949
$620K ﹤0.01%
20,085
+2,669
950
$619K ﹤0.01%
23,505
-77,228
36 37
38
39 40