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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$328K ﹤0.01%
12,070
+305
952
$328K ﹤0.01%
3,031
-1,802
953
$327K ﹤0.01%
26,515
-31
954
$327K ﹤0.01%
11,295
955
$326K ﹤0.01%
14,549
-1,122
956
$326K ﹤0.01%
13,727
957
$325K ﹤0.01%
2,801
-266
958
$324K ﹤0.01%
31,610
-16,778
959
$324K ﹤0.01%
+5,557
960
$323K ﹤0.01%
4,986
-300
961
$322K ﹤0.01%
15,607
+3,697
962
$322K ﹤0.01%
3,686
+72
963
$322K ﹤0.01%
6,720
+1,400
964
$321K ﹤0.01%
37,850
+7,200
965
$321K ﹤0.01%
20,580
-2,537
966
$319K ﹤0.01%
25,367
-373
967
$319K ﹤0.01%
1,805
+582
968
$318K ﹤0.01%
11,566
-85
969
$318K ﹤0.01%
12,283
-431
970
$316K ﹤0.01%
12,282
-394
971
$315K ﹤0.01%
9,901
+2,370
972
$315K ﹤0.01%
5,070
-3,810
973
$313K ﹤0.01%
7,901
+2,279
974
$312K ﹤0.01%
+974
975
$309K ﹤0.01%
4,714
-218
37 38
39
40 41