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
1001
$344K ﹤0.01%
11,107
+744
1002
$344K ﹤0.01%
11,577
+417
1003
$343K ﹤0.01%
28,222
1004
$343K ﹤0.01%
4,228
-655
1005
$342K ﹤0.01%
193,649
+3,000
1006
$341K ﹤0.01%
10,321
-147
1007
$340K ﹤0.01%
9,510
-26,630
1008
$339K ﹤0.01%
3,985
-766
1009
$337K ﹤0.01%
9,508
-6,056
1010
$336K ﹤0.01%
6,310
-234
1011
$336K ﹤0.01%
8,726
-3,343
1012
$334K ﹤0.01%
8,196
1013
$329K ﹤0.01%
11,593
-160
1014
$328K ﹤0.01%
6,050
-357
1015
$328K ﹤0.01%
4,577
-75
1016
$328K ﹤0.01%
+21,100
1017
$327K ﹤0.01%
+14,074
1018
$327K ﹤0.01%
5,267
-1,968
1019
$327K ﹤0.01%
7,680
-2,201
1020
$327K ﹤0.01%
14,611
-4,323
1021
$327K ﹤0.01%
19,585
+9,268
1022
$326K ﹤0.01%
19,015
+2,236
1023
$325K ﹤0.01%
2,717
-244
1024
$325K ﹤0.01%
5,893
+2,027
1025
$325K ﹤0.01%
13,727
39 40
41
42 43