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
1076
$438K ﹤0.01%
11,653
+1,076
1077
$436K ﹤0.01%
36,545
-1,265
1078
$436K ﹤0.01%
80,007
-600
1079
$435K ﹤0.01%
6,845
+200
1080
$435K ﹤0.01%
11,698
+32
1081
$432K ﹤0.01%
1,716
+37
1082
$431K ﹤0.01%
15,995
+50
1083
$430K ﹤0.01%
8,891
-383
1084
$427K ﹤0.01%
+103,005
1085
$427K ﹤0.01%
16,725
-41,225
1086
$425K ﹤0.01%
+4,905
1087
$422K ﹤0.01%
5,768
+15
1088
$422K ﹤0.01%
3,314
+140
1089
$419K ﹤0.01%
1,309
-13
1090
$419K ﹤0.01%
3,131
+701
1091
$418K ﹤0.01%
8,955
-38
1092
$416K ﹤0.01%
10,782
-708
1093
$413K ﹤0.01%
14,626
+318
1094
$412K ﹤0.01%
6,994
-6,209
1095
$411K ﹤0.01%
20,185
+5,188
1096
$410K ﹤0.01%
7,923
+1,569
1097
$407K ﹤0.01%
3,160
-192
1098
$407K ﹤0.01%
53,631
1099
$405K ﹤0.01%
17,953
1100
$405K ﹤0.01%
5,302
+933
42 43
44
45 46