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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$254K ﹤0.01%
7,847
-19
1052
$254K ﹤0.01%
2,063
-241
1053
$254K ﹤0.01%
4,261
-800
1054
$252K ﹤0.01%
+9,298
1055
$251K ﹤0.01%
2,446
+110
1056
$251K ﹤0.01%
8,100
+787
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%
11,108
+2,821
1065
$246K ﹤0.01%
3,771
-413
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