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
$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
– –
-56
1102
– –
-15,012
1103
– –
-13,717
1104
– –
-180
1105
– –
-6,280
1106
– –
-12,382
1107
– –
-43,650
1108
– –
-28,476
1109
– –
-20,000
1110
– –
-1,991
1111
– –
-10,060
1112
– –
-5,600
1113
– –
-22,607
1114
– –
-13,046
1115
– –
-8,089
1116
– –
-2,677
1117
– –
-6,489
1118
– –
-6,459
1119
– –
-3,815
1120
– –
-7,488
1121
– –
-6,710
1122
– –
-4,053
1123
– –
-10,267
1124
– –
-4,907
1125
– –
-29,773
43 44
45
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