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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$234K ﹤0.01%
4,840
-104
952
$234K ﹤0.01%
28,000
953
$232K ﹤0.01%
4,282
-9
954
$229K ﹤0.01%
8,245
-295
955
$227K ﹤0.01%
2,560
956
$227K ﹤0.01%
+8,408
957
$227K ﹤0.01%
13,003
+1,328
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%
4,208
-891
966
$218K ﹤0.01%
3,919
+32
967
$216K ﹤0.01%
4,680
-745
968
$216K ﹤0.01%
10,645
-9,355
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%
+11,250
973
$213K ﹤0.01%
+362
974
$213K ﹤0.01%
+7,057
975
$212K ﹤0.01%
+3,614
37 38
39
40 41