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
976
$308K ﹤0.01%
8,095
977
$308K ﹤0.01%
8,803
+1,211
978
$307K ﹤0.01%
42,644
-6,505
979
$306K ﹤0.01%
12,300
980
$303K ﹤0.01%
7,722
-31
981
$303K ﹤0.01%
17,570
+1,600
982
$303K ﹤0.01%
3,260
+820
983
$303K ﹤0.01%
2,693
+257
984
$303K ﹤0.01%
2,876
-264
985
$302K ﹤0.01%
10,980
-1,002
986
$301K ﹤0.01%
12,210
+1,221
987
$301K ﹤0.01%
7,667
+439
988
$300K ﹤0.01%
488
-1
989
$299K ﹤0.01%
8,551
+330
990
$298K ﹤0.01%
14,529
-510
991
$297K ﹤0.01%
4,062
-21,094
992
$297K ﹤0.01%
32,225
+375
993
$296K ﹤0.01%
12,700
-250
994
$295K ﹤0.01%
5,858
+352
995
$295K ﹤0.01%
5,570
+789
996
$292K ﹤0.01%
+14,315
997
$292K ﹤0.01%
11,697
998
$291K ﹤0.01%
2,630
+418
999
$290K ﹤0.01%
12,169
+181
1000
$289K ﹤0.01%
10,400
+98
38 39
40
41 42