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
1051
$90K ﹤0.01%
+11,000
1052
$87K ﹤0.01%
17,234
1053
$80K ﹤0.01%
10,539
-4,290
1054
$80K ﹤0.01%
11,360
+1,090
1055
$80K ﹤0.01%
2,500
1056
$75K ﹤0.01%
4,718
+505
1057
$73K ﹤0.01%
13,295
1058
$71K ﹤0.01%
26,571
+4,871
1059
$68K ﹤0.01%
+15,101
1060
$68K ﹤0.01%
15,596
1061
$64K ﹤0.01%
+25,403
1062
$62K ﹤0.01%
1,100
-98
1063
$60K ﹤0.01%
407
+9
1064
$59K ﹤0.01%
131,250
+37,500
1065
$56K ﹤0.01%
2,127
-350
1066
$53K ﹤0.01%
11,290
+1,080
1067
$52K ﹤0.01%
607
1068
$52K ﹤0.01%
+12,536
1069
$51K ﹤0.01%
+3,000
1070
$49K ﹤0.01%
+10,505
1071
$48K ﹤0.01%
11,900
+1,135
1072
$46K ﹤0.01%
+13,749
1073
$43K ﹤0.01%
1,388
+6
1074
$40K ﹤0.01%
429
1075
$40K ﹤0.01%
15,357
41 42
43
44 45