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
1076
$279K ﹤0.01%
7,915
-2,524
1077
$278K ﹤0.01%
6,123
-549
1078
$277K ﹤0.01%
5,200
1079
$276K ﹤0.01%
5,607
+396
1080
$276K ﹤0.01%
+2,091
1081
$274K ﹤0.01%
15,075
1082
$274K ﹤0.01%
12,467
1083
$274K ﹤0.01%
2,240
1084
$272K ﹤0.01%
4,986
-355
1085
$271K ﹤0.01%
6,453
-1,196
1086
$269K ﹤0.01%
+6,004
1087
$268K ﹤0.01%
5,022
-1,030
1088
$268K ﹤0.01%
2,242
-52
1089
$267K ﹤0.01%
+5,495
1090
$266K ﹤0.01%
5,566
-2,407
1091
$264K ﹤0.01%
4,699
+1,274
1092
$263K ﹤0.01%
5,556
-1,689
1093
$262K ﹤0.01%
3,005
-251
1094
$262K ﹤0.01%
5,702
+156
1095
$261K ﹤0.01%
12,586
+2,621
1096
$261K ﹤0.01%
10,008
+131
1097
$260K ﹤0.01%
7,667
-90
1098
$260K ﹤0.01%
2,688
-732
1099
$259K ﹤0.01%
5,846
-63
1100
$259K ﹤0.01%
+1,655
42 43
44
45 46