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
76
$63.1M 0.33%
818,283
-4,504
77
$61.5M 0.32%
179,763
-549
78
$61.3M 0.32%
569,613
-232,413
79
$59.5M 0.31%
1,186,197
+148,492
80
$57.8M 0.3%
293,904
+10,373
81
$57.5M 0.3%
2,426,826
+58,684
82
$56.4M 0.29%
321,849
+72,610
83
$56.3M 0.29%
355,700
+69,918
84
$56.3M 0.29%
926,855
-110,026
85
$55.3M 0.29%
512,363
+48,158
86
$55.2M 0.29%
2,164,984
-205,668
87
$54.6M 0.28%
1,012,242
+79,823
88
$54.6M 0.28%
1,055,985
+38,132
89
$53.8M 0.28%
518,271
+138,543
90
$53.7M 0.28%
1,000,365
-265,910
91
$53.6M 0.28%
584,342
+91,664
92
$53M 0.28%
445,111
+9,190
93
$52.8M 0.28%
713,013
+89,964
94
$52.5M 0.27%
368,071
+36,295
95
$51.5M 0.27%
402,125
+63,385
96
$51.2M 0.27%
379,558
+13,965
97
$51.1M 0.27%
608,302
-5,187
98
$48.9M 0.26%
1,178,806
+135,150
99
$48.7M 0.25%
1,039,323
+46,955
100
$47.9M 0.25%
900,877
+113,930
2 3
4
5 6