JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-43,650
1102
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-28,476
1103
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1104
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-1,991
1105
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-10,060
1106
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-5,600
1107
– –
-22,607
1108
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-13,046
1109
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-8,089
1110
– –
-2,677
1111
– –
-6,489
1112
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-6,459
1113
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-3,815
1114
– –
-7,488
1115
– –
-6,710
1116
– –
-24,111
1117
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-4,053
1118
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-10,267
1119
– –
-4,907
1120
– –
-29,773
1121
– –
-4,608
1122
– –
-4,028
1123
– –
-16,871
1124
– –
-3,535
1125
– –
-12,157
43 44
45
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