JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$25.3M
3
+$24.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$23.5M
5
BNS icon
Scotiabank
BNS
+$22.4M

Top Sells

1
+$20.4M
2
+$15.9M
3
+$15M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$14.9M
5
VLO icon
Valero Energy
VLO
+$13.2M

Sector Composition

1 Technology 12.66%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.21%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$212K ﹤0.01%
+4,044
977
$212K ﹤0.01%
+4,989
978
$212K ﹤0.01%
11,713
-3,290
979
$211K ﹤0.01%
12,426
980
$210K ﹤0.01%
7,512
-380
981
$210K ﹤0.01%
+11,338
982
$209K ﹤0.01%
+2,807
983
$209K ﹤0.01%
+1,793
984
$209K ﹤0.01%
+3,822
985
$208K ﹤0.01%
2,435
+13
986
$208K ﹤0.01%
23,293
-45,634
987
$205K ﹤0.01%
+2,376
988
$205K ﹤0.01%
+2,505
989
$205K ﹤0.01%
+2,018
990
$204K ﹤0.01%
+7,637
991
$204K ﹤0.01%
2,927
-307
992
$204K ﹤0.01%
2,375
-538
993
$204K ﹤0.01%
+5,972
994
$202K ﹤0.01%
2,376
-1,931
995
$202K ﹤0.01%
+1,847
996
$201K ﹤0.01%
+4,965
997
$201K ﹤0.01%
+6,497
998
$201K ﹤0.01%
3,464
-7,146
999
$200K ﹤0.01%
+8,125
1000
$200K ﹤0.01%
18,172
38 39
40
41 42