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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$617K ﹤0.01%
1,425
-148
952
$612K ﹤0.01%
4,311
+443
953
$611K ﹤0.01%
9,315
954
$610K ﹤0.01%
24,485
+25
955
$610K ﹤0.01%
137,496
+12,166
956
$610K ﹤0.01%
4,352
-1,822
957
$606K ﹤0.01%
38,696
+4,250
958
$604K ﹤0.01%
7,322
-6,359
959
$603K ﹤0.01%
3,302
-25,734
960
$602K ﹤0.01%
27,000
-2,063
961
$602K ﹤0.01%
11,527
+543
962
$600K ﹤0.01%
29,232
+787
963
$600K ﹤0.01%
31,908
-10,461
964
$599K ﹤0.01%
57,065
+31,408
965
$595K ﹤0.01%
39,913
+298
966
$594K ﹤0.01%
27,599
-2,505
967
$594K ﹤0.01%
41,450
968
$589K ﹤0.01%
10,591
+2
969
$586K ﹤0.01%
17,930
+119
970
$586K ﹤0.01%
17,318
+364
971
$583K ﹤0.01%
18,261
+1,011
972
$583K ﹤0.01%
+12,627
973
$581K ﹤0.01%
+31,797
974
$579K ﹤0.01%
16,146
+1,200
975
$578K ﹤0.01%
4,404
+742
37 38
39
40 41