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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$320K ﹤0.01%
8,979
+232
952
$319K ﹤0.01%
10,655
-2,396
953
$316K ﹤0.01%
35,246
+5,803
954
$315K ﹤0.01%
22,997
-22,116
955
$314K ﹤0.01%
6,919
+238
956
$313K ﹤0.01%
17,792
-80
957
$312K ﹤0.01%
393
-481
958
$312K ﹤0.01%
4,932
-2,626
959
$312K ﹤0.01%
+3,700
960
$312K ﹤0.01%
7,753
+338
961
$311K ﹤0.01%
3,059
+88
962
$311K ﹤0.01%
19,889
+5,555
963
$310K ﹤0.01%
2,433
-2,432
964
$310K ﹤0.01%
12,676
-1,431
965
$309K ﹤0.01%
2,304
-105
966
$309K ﹤0.01%
3,011
+274
967
$308K ﹤0.01%
5,286
+296
968
$307K ﹤0.01%
2,817
-497
969
$307K ﹤0.01%
12,300
970
$307K ﹤0.01%
7,084
-195
971
$306K ﹤0.01%
3,067
-468
972
$305K ﹤0.01%
+7,148
973
$305K ﹤0.01%
11,295
974
$303K ﹤0.01%
+4,551
975
$303K ﹤0.01%
6,813
+986
37 38
39
40 41