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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$304K ﹤0.01%
+8,842
1052
$303K ﹤0.01%
11,646
+362
1053
$302K ﹤0.01%
4,005
-196
1054
$302K ﹤0.01%
12,475
+4,080
1055
$301K ﹤0.01%
+21,400
1056
$300K ﹤0.01%
4,954
-1,432
1057
$300K ﹤0.01%
12,300
1058
$299K ﹤0.01%
3,306
+607
1059
$299K ﹤0.01%
+12,299
1060
$299K ﹤0.01%
4,324
-16
1061
$298K ﹤0.01%
5,064
-1,479
1062
$296K ﹤0.01%
12,717
+681
1063
$296K ﹤0.01%
11,776
-2,212
1064
$295K ﹤0.01%
8,618
+608
1065
$293K ﹤0.01%
3,014
+113
1066
$292K ﹤0.01%
5,514
-532
1067
$291K ﹤0.01%
1,754
1068
$291K ﹤0.01%
2,544
+49
1069
$291K ﹤0.01%
3,411
+615
1070
$288K ﹤0.01%
10,018
-302
1071
$286K ﹤0.01%
7,129
-121
1072
$285K ﹤0.01%
61,230
-372
1073
$284K ﹤0.01%
+12,445
1074
$283K ﹤0.01%
+7,473
1075
$281K ﹤0.01%
4,400
+150
41 42
43
44 45