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
976
$577K ﹤0.01%
23,837
-6,395
977
$575K ﹤0.01%
10,133
+3,242
978
$572K ﹤0.01%
10,736
-617
979
$571K ﹤0.01%
25,255
980
$570K ﹤0.01%
12,214
+71
981
$565K ﹤0.01%
16,257
+85
982
$564K ﹤0.01%
3,591
+144
983
$560K ﹤0.01%
11,084
-1,364
984
$559K ﹤0.01%
28,340
-5,070
985
$558K ﹤0.01%
27,427
-11,742
986
$555K ﹤0.01%
30,441
+597
987
$553K ﹤0.01%
30,306
-2,286
988
$552K ﹤0.01%
48,201
+627
989
$552K ﹤0.01%
7,184
+598
990
$549K ﹤0.01%
11,664
+1,208
991
$548K ﹤0.01%
19,893
+7
992
$548K ﹤0.01%
3,833
-633
993
$548K ﹤0.01%
+33,898
994
$548K ﹤0.01%
10,539
+5,141
995
$547K ﹤0.01%
11,938
-20
996
$546K ﹤0.01%
7,245
-67
997
$546K ﹤0.01%
4,038
+249
998
$546K ﹤0.01%
14,627
-1,741
999
$544K ﹤0.01%
+1,245
1000
$543K ﹤0.01%
3,459
+925
38 39
40
41 42