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
976
$369K ﹤0.01%
15,760
-198
977
$365K ﹤0.01%
5,410
+672
978
$365K ﹤0.01%
10,688
+4,500
979
$364K ﹤0.01%
7,202
-361
980
$364K ﹤0.01%
13,070
-6,110
981
$363K ﹤0.01%
3,897
-580
982
$363K ﹤0.01%
7,864
983
$362K ﹤0.01%
1,658
+4
984
$362K ﹤0.01%
23,794
-4,124
985
$361K ﹤0.01%
25,397
-5,350
986
$359K ﹤0.01%
5,094
-1,525
987
$355K ﹤0.01%
6,563
-2
988
$355K ﹤0.01%
18,924
-4,980
989
$353K ﹤0.01%
15,656
+277
990
$352K ﹤0.01%
4,100
991
$351K ﹤0.01%
2,672
-39
992
$351K ﹤0.01%
53,979
+1,371
993
$351K ﹤0.01%
+6,791
994
$351K ﹤0.01%
20,000
995
$351K ﹤0.01%
5,657
-1,223
996
$350K ﹤0.01%
2,918
-172
997
$349K ﹤0.01%
83,690
-25,860
998
$347K ﹤0.01%
+7,130
999
$345K ﹤0.01%
7,003
-473
1000
$344K ﹤0.01%
51,000
+29,150
38 39
40
41 42