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
1001
$289K ﹤0.01%
17,233
-1,498
1002
$289K ﹤0.01%
26,422
+13,050
1003
$288K ﹤0.01%
6,290
-31,717
1004
$288K ﹤0.01%
4,945
+700
1005
$287K ﹤0.01%
+3,610
1006
$287K ﹤0.01%
722
1007
$287K ﹤0.01%
7,389
-648
1008
$286K ﹤0.01%
+6,610
1009
$286K ﹤0.01%
+11,131
1010
$285K ﹤0.01%
10,762
+1,302
1011
$285K ﹤0.01%
11,680
+860
1012
$284K ﹤0.01%
2,187
1013
$283K ﹤0.01%
7,068
-598
1014
$281K ﹤0.01%
5,619
+31
1015
$281K ﹤0.01%
12,390
+3,282
1016
$281K ﹤0.01%
2,087
-43
1017
$280K ﹤0.01%
6,394
+665
1018
$280K ﹤0.01%
7,179
-4,939
1019
$279K ﹤0.01%
16,177
+3,402
1020
$278K ﹤0.01%
10,422
+1,930
1021
$277K ﹤0.01%
9,423
-4,346
1022
$277K ﹤0.01%
15,071
+3,274
1023
$276K ﹤0.01%
4,325
1024
$276K ﹤0.01%
7,305
+1,520
1025
$276K ﹤0.01%
8,060
+980
39 40
41
42 43