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
1001
$286K ﹤0.01%
23,330
-1,713
1002
$286K ﹤0.01%
12,853
-1,699
1003
$286K ﹤0.01%
2,436
+264
1004
$285K ﹤0.01%
14,620
-2,851
1005
$284K ﹤0.01%
10,070
-300
1006
$284K ﹤0.01%
3,351
-205
1007
$284K ﹤0.01%
15,408
-3,167
1008
$283K ﹤0.01%
+4,170
1009
$282K ﹤0.01%
4,885
-4,132
1010
$282K ﹤0.01%
11,982
+2,760
1011
$281K ﹤0.01%
11,988
+80
1012
$281K ﹤0.01%
20,667
-2,877
1013
$278K ﹤0.01%
15,671
-162,486
1014
$278K ﹤0.01%
5,506
-1,358
1015
$278K ﹤0.01%
7,228
+443
1016
$277K ﹤0.01%
8,095
-3,666
1017
$277K ﹤0.01%
3,413
-198,425
1018
$276K ﹤0.01%
15,254
-6,416
1019
$274K ﹤0.01%
4,781
-245
1020
$274K ﹤0.01%
+4,036
1021
$273K ﹤0.01%
+23,870
1022
$272K ﹤0.01%
8,782
-958
1023
$271K ﹤0.01%
33,449
+5,107
1024
$271K ﹤0.01%
4,822
-1,815
1025
$269K ﹤0.01%
5,588
-1,583
39 40
41
42 43