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
1026
$152K ﹤0.01%
15,645
+170
1027
$148K ﹤0.01%
+10,093
1028
$145K ﹤0.01%
+10,405
1029
$143K ﹤0.01%
1,263
1030
$141K ﹤0.01%
11,427
+1,167
1031
$141K ﹤0.01%
20,000
1032
$139K ﹤0.01%
10,300
1033
$139K ﹤0.01%
14,100
-400
1034
$138K ﹤0.01%
+5,286
1035
$137K ﹤0.01%
13,758
1036
$125K ﹤0.01%
20,000
+5,000
1037
$120K ﹤0.01%
3,009
-150
1038
$120K ﹤0.01%
14,178
+217
1039
$116K ﹤0.01%
3,438
1040
$115K ﹤0.01%
14,021
+3,386
1041
$108K ﹤0.01%
3,235
-48
1042
$106K ﹤0.01%
11,000
-277,215
1043
$105K ﹤0.01%
20,000
1044
$102K ﹤0.01%
16,000
1045
$102K ﹤0.01%
10,365
+37
1046
$101K ﹤0.01%
15,631
-306
1047
$97K ﹤0.01%
12,029
+658
1048
$96K ﹤0.01%
20,000
-5,000
1049
$95K ﹤0.01%
+14,425
1050
$92K ﹤0.01%
12,637
+1,412
40 41
42
43 44