JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$60.5M
2
+$31.9M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$20.4M
5
C icon
Citigroup
C
+$20M

Top Sells

1
+$58.6M
2
+$21.9M
3
+$20.9M
4
WFC icon
Wells Fargo
WFC
+$20.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.7M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$254K ﹤0.01%
4,261
-800
1052
$254K ﹤0.01%
7,847
-19
1053
$254K ﹤0.01%
2,063
-241
1054
$252K ﹤0.01%
+9,298
1055
$251K ﹤0.01%
8,100
+787
1056
$251K ﹤0.01%
2,446
+110
1057
$250K ﹤0.01%
9,946
+585
1058
$248K ﹤0.01%
8,959
+244
1059
$248K ﹤0.01%
5,054
-9
1060
$247K ﹤0.01%
6,850
1061
$247K ﹤0.01%
15,563
+460
1062
$247K ﹤0.01%
3,276
-75
1063
$247K ﹤0.01%
10,320
1064
$246K ﹤0.01%
3,771
-413
1065
$246K ﹤0.01%
11,108
+2,821
1066
$245K ﹤0.01%
3,081
-1,900
1067
$244K ﹤0.01%
+3,189
1068
$243K ﹤0.01%
26,129
-6,271
1069
$243K ﹤0.01%
2,147
-3,183
1070
$243K ﹤0.01%
9,571
-46
1071
$242K ﹤0.01%
4,863
-2,022
1072
$241K ﹤0.01%
12,430
-2,190
1073
$241K ﹤0.01%
4,850
-4,155
1074
$240K ﹤0.01%
7,777
1075
$240K ﹤0.01%
+7,843
41 42
43
44 45