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
1001
$543K ﹤0.01%
19,568
+5
1002
$543K ﹤0.01%
2,826
+337
1003
$542K ﹤0.01%
11,803
-1,435
1004
$541K ﹤0.01%
11,210
+690
1005
$540K ﹤0.01%
11,351
+78
1006
$537K ﹤0.01%
14,543
+293
1007
$537K ﹤0.01%
9,866
+3,415
1008
$536K ﹤0.01%
124,577
+47,057
1009
$536K ﹤0.01%
11,498
+167
1010
$534K ﹤0.01%
8,582
+1,300
1011
$534K ﹤0.01%
12,738
1012
$530K ﹤0.01%
15,295
+2,099
1013
$529K ﹤0.01%
8,038
+801
1014
$528K ﹤0.01%
487
+77
1015
$528K ﹤0.01%
6,440
+1,071
1016
$528K ﹤0.01%
5,947
+1,780
1017
$528K ﹤0.01%
18,208
+3,468
1018
$527K ﹤0.01%
13,680
+4,470
1019
$526K ﹤0.01%
12,867
+4,158
1020
$526K ﹤0.01%
20,775
+2,000
1021
$525K ﹤0.01%
3,079
+283
1022
$523K ﹤0.01%
1,583
+13
1023
$519K ﹤0.01%
16,332
-7,719
1024
$518K ﹤0.01%
14,160
+9
1025
$517K ﹤0.01%
10,211
+5,034
39 40
41
42 43