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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$229K ﹤0.01%
13,241
+278
1102
$229K ﹤0.01%
+6,998
1103
$229K ﹤0.01%
5,063
-111
1104
$229K ﹤0.01%
+5,935
1105
$228K ﹤0.01%
+1,329
1106
$228K ﹤0.01%
7,586
+471
1107
$226K ﹤0.01%
3,041
-3,012
1108
$225K ﹤0.01%
3,037
-383
1109
$224K ﹤0.01%
+5,000
1110
$223K ﹤0.01%
+2,049
1111
$223K ﹤0.01%
5,191
-605
1112
$223K ﹤0.01%
+71,074
1113
$222K ﹤0.01%
+6,085
1114
$221K ﹤0.01%
+2,915
1115
$220K ﹤0.01%
1,223
+78
1116
$220K ﹤0.01%
+41,735
1117
$219K ﹤0.01%
+2,788
1118
$219K ﹤0.01%
+4,835
1119
$219K ﹤0.01%
6,543
-7,806
1120
$218K ﹤0.01%
11,183
+306
1121
$216K ﹤0.01%
5,914
-874
1122
$216K ﹤0.01%
11,765
-16,359
1123
$215K ﹤0.01%
5,795
+64
1124
$214K ﹤0.01%
+11,910
1125
$214K ﹤0.01%
7,324
43 44
45
46 47