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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$302K ﹤0.01%
15,247
+102
977
$302K ﹤0.01%
+51,007
978
$302K ﹤0.01%
1,186
-5,800
979
$302K ﹤0.01%
+10,265
980
$301K ﹤0.01%
7,524
-1,569
981
$301K ﹤0.01%
22,024
982
$300K ﹤0.01%
+11,200
983
$299K ﹤0.01%
26,730
-77,984
984
$298K ﹤0.01%
12,950
+400
985
$297K ﹤0.01%
6,238
-27
986
$297K ﹤0.01%
+8,876
987
$296K ﹤0.01%
+13,960
988
$294K ﹤0.01%
9,091
-1,687
989
$294K ﹤0.01%
5,065
-375
990
$294K ﹤0.01%
+5,319
991
$294K ﹤0.01%
15,361
-8,289
992
$293K ﹤0.01%
+15,978
993
$293K ﹤0.01%
15,970
+1,450
994
$293K ﹤0.01%
31,850
+17,877
995
$290K ﹤0.01%
97,248
+1,725
996
$290K ﹤0.01%
10,989
+2,226
997
$289K ﹤0.01%
5,061
+376
998
$289K ﹤0.01%
+6,413
999
$288K ﹤0.01%
2,130
-407
1000
$288K ﹤0.01%
+3,140
38 39
40
41 42