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
1051
$254K ﹤0.01%
+4,184
1052
$253K ﹤0.01%
10,820
-2,595
1053
$252K ﹤0.01%
+10,432
1054
$252K ﹤0.01%
+13,727
1055
$252K ﹤0.01%
+3,562
1056
$251K ﹤0.01%
9,108
-507
1057
$250K ﹤0.01%
722
-35
1058
$250K ﹤0.01%
+2,226
1059
$249K ﹤0.01%
5,276
-11,265
1060
$249K ﹤0.01%
6,850
1061
$249K ﹤0.01%
+11,541
1062
$247K ﹤0.01%
42,918
-6,174
1063
$247K ﹤0.01%
30,650
+3,500
1064
$247K ﹤0.01%
2,336
+130
1065
$247K ﹤0.01%
+2,700
1066
$246K ﹤0.01%
+5,267
1067
$244K ﹤0.01%
8,221
1068
$244K ﹤0.01%
7,531
-837
1069
$244K ﹤0.01%
+6,361
1070
$244K ﹤0.01%
+1,760
1071
$243K ﹤0.01%
7,080
-260
1072
$241K ﹤0.01%
+4,238
1073
$240K ﹤0.01%
10,384
-100,337
1074
$240K ﹤0.01%
15,103
+1,661
1075
$240K ﹤0.01%
10,432
+50
41 42
43
44 45