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
1026
$517K ﹤0.01%
139,113
+63,614
1027
$516K ﹤0.01%
10,025
-23,578
1028
$516K ﹤0.01%
3,594
+81
1029
$514K ﹤0.01%
8,410
-1,365
1030
$513K ﹤0.01%
15,928
+2,062
1031
$511K ﹤0.01%
5,161
1032
$509K ﹤0.01%
24,782
+2,246
1033
$508K ﹤0.01%
10,396
-77,310
1034
$508K ﹤0.01%
13,800
-4,373
1035
$507K ﹤0.01%
51,024
+5,448
1036
$504K ﹤0.01%
992
+242
1037
$500K ﹤0.01%
+10,730
1038
$497K ﹤0.01%
1,830
+117
1039
$497K ﹤0.01%
115,243
-3,000
1040
$497K ﹤0.01%
10,704
-2,256
1041
$496K ﹤0.01%
11,173
+2,109
1042
$494K ﹤0.01%
11,367
1043
$494K ﹤0.01%
43,604
-173,766
1044
$494K ﹤0.01%
9,897
+536
1045
$494K ﹤0.01%
4,683
-788
1046
$492K ﹤0.01%
5,182
-683
1047
$491K ﹤0.01%
10,075
1048
$489K ﹤0.01%
15,366
+3,219
1049
$488K ﹤0.01%
6,092
+2,119
1050
$485K ﹤0.01%
9,441
-966
40 41
42
43 44