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
76
$38.5M 0.36%
449,529
-1,284
77
$37.3M 0.35%
335,733
+58,274
78
$36.7M 0.34%
618,216
-22,673
79
$36.2M 0.34%
686,484
-8,521
80
$36.2M 0.34%
451,055
-1,100
81
$35.9M 0.33%
516,287
-129,194
82
$35.2M 0.33%
267,338
-1,084
83
$35.1M 0.33%
311,596
+1,549
84
$35M 0.33%
752,873
-12,687
85
$34.6M 0.32%
658,115
+8,415
86
$34.5M 0.32%
1,490,830
-32,060
87
$33.5M 0.31%
1,098,720
+42,425
88
$33.4M 0.31%
395,655
-16,630
89
$33.3M 0.31%
342,545
-2,914
90
$33.2M 0.31%
773,999
-45,550
91
$32.7M 0.3%
772,938
-11,597
92
$32.4M 0.3%
743,448
-18,584
93
$32.4M 0.3%
443,802
+61,071
94
$30.8M 0.29%
252,895
+1,631
95
$30.1M 0.28%
333,994
+2,494
96
$29.2M 0.27%
684,882
+6,570
97
$29.1M 0.27%
93,023
+34,904
98
$28.8M 0.27%
181,251
+30,045
99
$28.1M 0.26%
174,112
-3,001
100
$27.8M 0.26%
630,281
+25,868
2 3
4
5 6