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
1076
$239K ﹤0.01%
+2,100
1077
$239K ﹤0.01%
+3,906
1078
$239K ﹤0.01%
10,254
-178
1079
$238K ﹤0.01%
6,567
-10
1080
$238K ﹤0.01%
71,074
1081
$237K ﹤0.01%
7,013
+928
1082
$236K ﹤0.01%
+5,938
1083
$236K ﹤0.01%
5,509
1084
$235K ﹤0.01%
3,751
+189
1085
$234K ﹤0.01%
+6,548
1086
$234K ﹤0.01%
14,187
+316
1087
$233K ﹤0.01%
11,322
+484
1088
$233K ﹤0.01%
6,863
-2,013
1089
$233K ﹤0.01%
+3,478
1090
$232K ﹤0.01%
+4,200
1091
$231K ﹤0.01%
+4,411
1092
$230K ﹤0.01%
1,391
-375
1093
$228K ﹤0.01%
2,391
-3,411
1094
$227K ﹤0.01%
20,544
1095
$226K ﹤0.01%
8,953
-195
1096
$225K ﹤0.01%
7,089
-497
1097
$225K ﹤0.01%
7,649
-2,616
1098
$224K ﹤0.01%
+5,015
1099
$224K ﹤0.01%
4,501
+62
1100
$224K ﹤0.01%
+8,070
42 43
44
45 46