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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$482K ﹤0.01%
+3,712
1052
$481K ﹤0.01%
955
+17
1053
$481K ﹤0.01%
+3,947
1054
$476K ﹤0.01%
14,051
-79
1055
$476K ﹤0.01%
+34,727
1056
$475K ﹤0.01%
68,870
+3,670
1057
$474K ﹤0.01%
+6,310
1058
$474K ﹤0.01%
8,947
+854
1059
$472K ﹤0.01%
11,205
+575
1060
$472K ﹤0.01%
3,986
-186
1061
$471K ﹤0.01%
6,960
-1,030
1062
$470K ﹤0.01%
18,070
+3,866
1063
$469K ﹤0.01%
20,242
1064
$468K ﹤0.01%
14,621
-90
1065
$464K ﹤0.01%
3,059
-65
1066
$464K ﹤0.01%
10,116
+812
1067
$461K ﹤0.01%
7,187
+1,177
1068
$459K ﹤0.01%
8,248
-193
1069
$457K ﹤0.01%
5,830
+672
1070
$456K ﹤0.01%
2,986
-843
1071
$456K ﹤0.01%
22,500
-45,201
1072
$446K ﹤0.01%
6,284
-5
1073
$441K ﹤0.01%
12,458
1074
$439K ﹤0.01%
7,238
1075
$438K ﹤0.01%
6,552
+696
41 42
43
44 45