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
76
$29.9M 0.36%
1,032,470
+33,655
77
$29.8M 0.36%
786,859
+26,157
78
$29.3M 0.35%
446,990
-81,789
79
$29M 0.35%
360,222
+38,327
80
$28.4M 0.34%
216,941
-1,379
81
$28.4M 0.34%
411,941
+9,414
82
$27.6M 0.33%
575,094
+11,718
83
$27.3M 0.33%
394,349
+9,929
84
$27M 0.32%
390,418
+42,560
85
$26.6M 0.32%
368,564
+34,828
86
$26.5M 0.32%
304,978
+5,055
87
$26.4M 0.32%
307,437
+25,497
88
$25.5M 0.3%
317,960
+19,311
89
$24.9M 0.3%
129,218
+17,461
90
$24.4M 0.29%
2,312,297
-36,728
91
$24.4M 0.29%
575,867
-23,247
92
$24.2M 0.29%
244,658
+378
93
$24.2M 0.29%
622,757
+88,528
94
$23.9M 0.29%
293,315
+9,047
95
$23.3M 0.28%
596,374
-2,168
96
$23.3M 0.28%
194,766
+770
97
$23M 0.27%
536,226
+406
98
$22.8M 0.27%
421,436
+17,680
99
$22.8M 0.27%
307,010
+3,768
100
$22.1M 0.26%
264,409
+5,718
2 3
4
5 6