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
951
$234K ﹤0.01%
28,000
952
$234K ﹤0.01%
4,840
-104
953
$232K ﹤0.01%
4,282
-9
954
$229K ﹤0.01%
8,245
-295
955
$227K ﹤0.01%
13,003
+1,328
956
$227K ﹤0.01%
2,560
957
$227K ﹤0.01%
+8,408
958
$225K ﹤0.01%
+6,026
959
$223K ﹤0.01%
+8,710
960
$222K ﹤0.01%
7,794
-407
961
$222K ﹤0.01%
4,286
-947
962
$222K ﹤0.01%
5,570
-720
963
$220K ﹤0.01%
16,527
+1,616
964
$219K ﹤0.01%
+7,500
965
$218K ﹤0.01%
3,919
+32
966
$218K ﹤0.01%
4,208
-891
967
$216K ﹤0.01%
10,645
-9,355
968
$216K ﹤0.01%
4,680
-745
969
$215K ﹤0.01%
2,824
-84
970
$215K ﹤0.01%
25,572
+2,358
971
$214K ﹤0.01%
+5,971
972
$213K ﹤0.01%
+362
973
$213K ﹤0.01%
+7,057
974
$213K ﹤0.01%
+11,250
975
$212K ﹤0.01%
+3,614
37 38
39
40 41