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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$200K ﹤0.01%
18,172
1002
$200K ﹤0.01%
10,892
+4,387
1003
$199K ﹤0.01%
20,000
1004
$197K ﹤0.01%
130,373
-3,800
1005
$194K ﹤0.01%
568
1006
$194K ﹤0.01%
+10,280
1007
$192K ﹤0.01%
15,600
1008
$187K ﹤0.01%
10,796
-3,120
1009
$187K ﹤0.01%
60,385
-340,199
1010
$184K ﹤0.01%
11,177
1011
$180K ﹤0.01%
11,053
+954
1012
$177K ﹤0.01%
11,733
1013
$176K ﹤0.01%
3,563
-127
1014
$175K ﹤0.01%
12,329
1015
$170K ﹤0.01%
3,924
+1,008
1016
$166K ﹤0.01%
30,025
+6,727
1017
$166K ﹤0.01%
27,577
-5,120
1018
$165K ﹤0.01%
13,500
1019
$161K ﹤0.01%
11,600
1020
$158K ﹤0.01%
11,596
+381
1021
$154K ﹤0.01%
29,661
+1,969
1022
$154K ﹤0.01%
48
-556
1023
$154K ﹤0.01%
11,529
+8
1024
$153K ﹤0.01%
25,084
+4,786
1025
$153K ﹤0.01%
+12,929
39 40
41
42 43