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
1026
$275K ﹤0.01%
8,024
-758
1027
$275K ﹤0.01%
4,942
-377
1028
$274K ﹤0.01%
4,921
+751
1029
$273K ﹤0.01%
91,866
-5,382
1030
$272K ﹤0.01%
5,252
-128
1031
$272K ﹤0.01%
2,062
-371
1032
$272K ﹤0.01%
9,729
-655
1033
$272K ﹤0.01%
20,338
-329
1034
$272K ﹤0.01%
9,045
-1,025
1035
$270K ﹤0.01%
+11,690
1036
$269K ﹤0.01%
15,049
-359
1037
$268K ﹤0.01%
3,363
-337
1038
$268K ﹤0.01%
6,040
-1,108
1039
$268K ﹤0.01%
8,785
-194
1040
$265K ﹤0.01%
23,155
-175
1041
$264K ﹤0.01%
+8,541
1042
$262K ﹤0.01%
6,505
-10,160
1043
$261K ﹤0.01%
+6,527
1044
$260K ﹤0.01%
5,276
1045
$260K ﹤0.01%
2,984
-27
1046
$259K ﹤0.01%
11,425
-1,000
1047
$257K ﹤0.01%
7,286
-750
1048
$257K ﹤0.01%
4,047
-3,039
1049
$256K ﹤0.01%
4,538
-212
1050
$255K ﹤0.01%
6,652
-1,598
40 41
42
43 44