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
76
$53.1M 0.35%
538,540
+41,201
77
$52M 0.34%
857,219
-15,668
78
$51.8M 0.34%
278,352
+10,162
79
$51.7M 0.34%
376,520
-6,269
80
$51.6M 0.34%
351,485
-1,522
81
$50.5M 0.33%
613,387
+5,531
82
$50.1M 0.33%
620,882
+6,138
83
$49.1M 0.32%
942,704
-15,904
84
$46.8M 0.31%
820,352
+36,341
85
$44.6M 0.29%
195,153
+16,350
86
$44.4M 0.29%
658,410
-3,667
87
$44.2M 0.29%
807,735
+11,738
88
$42.8M 0.28%
192,834
+160,496
89
$42.8M 0.28%
714,553
+674,329
90
$42.6M 0.28%
681,836
-21,802
91
$42.6M 0.28%
813,425
-23,661
92
$41.8M 0.28%
561,597
+35,524
93
$40.9M 0.27%
668,362
+19,624
94
$40.1M 0.26%
1,437,673
+177,396
95
$40.1M 0.26%
154,849
+4,663
96
$39.5M 0.26%
275,226
+86,110
97
$38.6M 0.25%
989,764
+39,716
98
$38.1M 0.25%
564,914
-130,425
99
$38M 0.25%
594,306
-61,176
100
$37.7M 0.25%
526,705
+11,453
2 3
4
5 6