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
1076
$239K ﹤0.01%
7,866
+301
1077
$239K ﹤0.01%
4,510
-1,503
1078
$237K ﹤0.01%
+4,245
1079
$236K ﹤0.01%
30,000
+3,184
1080
$236K ﹤0.01%
+2,830
1081
$236K ﹤0.01%
11,797
+207
1082
$235K ﹤0.01%
8,500
-7,000
1083
$235K ﹤0.01%
8,740
+805
1084
$235K ﹤0.01%
26,546
-12,769
1085
$234K ﹤0.01%
8,036
-21,560
1086
$234K ﹤0.01%
+3,482
1087
$234K ﹤0.01%
+10,320
1088
$233K ﹤0.01%
+7,777
1089
$233K ﹤0.01%
+5,622
1090
$233K ﹤0.01%
489
+1
1091
$232K ﹤0.01%
32,400
+16,400
1092
$232K ﹤0.01%
5,400
1093
$232K ﹤0.01%
9,361
-400
1094
$231K ﹤0.01%
+5,785
1095
$231K ﹤0.01%
23,430
-5,500
1096
$230K ﹤0.01%
+5,509
1097
$230K ﹤0.01%
+6,577
1098
$230K ﹤0.01%
9,148
+509
1099
$230K ﹤0.01%
+5,729
1100
$230K ﹤0.01%
+3,107
42 43
44
45 46