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
1026
$269K ﹤0.01%
18,731
-19,600
1027
$269K ﹤0.01%
5,556
+1,893
1028
$269K ﹤0.01%
6,216
+252
1029
$268K ﹤0.01%
1,825
+313
1030
$268K ﹤0.01%
4,750
-3,775
1031
$266K ﹤0.01%
4,848
-383
1032
$266K ﹤0.01%
13,871
-1,980
1033
$265K ﹤0.01%
+21,254
1034
$264K ﹤0.01%
10,302
-2,650
1035
$264K ﹤0.01%
+5,048
1036
$264K ﹤0.01%
8,037
-4,497
1037
$264K ﹤0.01%
3,583
-81
1038
$261K ﹤0.01%
12,425
+1,000
1039
$261K ﹤0.01%
5,116
-5,940
1040
$261K ﹤0.01%
+7,961
1041
$261K ﹤0.01%
3,614
-424
1042
$260K ﹤0.01%
7,592
+62
1043
$260K ﹤0.01%
5,320
+292
1044
$260K ﹤0.01%
+9,617
1045
$258K ﹤0.01%
11,890
+671
1046
$258K ﹤0.01%
+7,042
1047
$257K ﹤0.01%
1,766
-714
1048
$254K ﹤0.01%
3,578
-686
1049
$254K ﹤0.01%
+3,480
1050
$254K ﹤0.01%
11,697
40 41
42
43 44