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
1026
$324K ﹤0.01%
10,480
+100
1027
$324K ﹤0.01%
3,613
+372
1028
$322K ﹤0.01%
33,065
+356
1029
$322K ﹤0.01%
+4,000
1030
$321K ﹤0.01%
8,471
-4,364
1031
$321K ﹤0.01%
28,643
+430
1032
$320K ﹤0.01%
11,870
+2,750
1033
$319K ﹤0.01%
53,919
+16,537
1034
$319K ﹤0.01%
16,829
-5,146
1035
$319K ﹤0.01%
6,408
+636
1036
$318K ﹤0.01%
9,159
-47
1037
$317K ﹤0.01%
6,541
-449
1038
$315K ﹤0.01%
7,159
-588
1039
$315K ﹤0.01%
15,242
1040
$315K ﹤0.01%
4,423
+42
1041
$315K ﹤0.01%
4,831
+32
1042
$314K ﹤0.01%
5,850
1043
$314K ﹤0.01%
7,736
+1,782
1044
$311K ﹤0.01%
6,246
-99
1045
$309K ﹤0.01%
3,585
-983
1046
$308K ﹤0.01%
32,986
-1,081
1047
$307K ﹤0.01%
5,836
-159
1048
$306K ﹤0.01%
7,784
+163
1049
$306K ﹤0.01%
+15,134
1050
$305K ﹤0.01%
4,730
-695
40 41
42
43 44