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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$401K ﹤0.01%
+10,085
952
$400K ﹤0.01%
9,264
+270
953
$397K ﹤0.01%
36,720
+108
954
$396K ﹤0.01%
9,020
-3,274
955
$396K ﹤0.01%
32,499
+8,061
956
$395K ﹤0.01%
12,746
-2,043
957
$394K ﹤0.01%
+62,200
958
$394K ﹤0.01%
12,998
-2,288
959
$393K ﹤0.01%
60,966
-3,092
960
$391K ﹤0.01%
2,766
-496
961
$390K ﹤0.01%
142,097
962
$388K ﹤0.01%
6,274
-996
963
$387K ﹤0.01%
8,378
-107
964
$387K ﹤0.01%
11,062
+118
965
$387K ﹤0.01%
16,990
966
$382K ﹤0.01%
21,449
-5,418
967
$380K ﹤0.01%
5,262
+13
968
$380K ﹤0.01%
10,724
-200,428
969
$379K ﹤0.01%
7,936
-664
970
$377K ﹤0.01%
12,224
971
$375K ﹤0.01%
4,082
-254
972
$374K ﹤0.01%
27,996
-5,598
973
$374K ﹤0.01%
4,517
-757
974
$371K ﹤0.01%
1,660
+246
975
$370K ﹤0.01%
17,671
-56,728
37 38
39
40 41