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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$223K ﹤0.01%
+2,758
1102
$223K ﹤0.01%
8,911
+241
1103
$223K ﹤0.01%
14,049
+1,352
1104
$222K ﹤0.01%
6,644
+730
1105
$222K ﹤0.01%
4,250
1106
$222K ﹤0.01%
5,164
-695
1107
$222K ﹤0.01%
33,485
-21,960
1108
$221K ﹤0.01%
+3,448
1109
$221K ﹤0.01%
3,049
+134
1110
$220K ﹤0.01%
+2,574
1111
$220K ﹤0.01%
37,068
-5,850
1112
$220K ﹤0.01%
15,542
+1,665
1113
$220K ﹤0.01%
44,507
-3,000
1114
$220K ﹤0.01%
19,050
-4,380
1115
$218K ﹤0.01%
9,660
-1,881
1116
$216K ﹤0.01%
3,508
+255
1117
$216K ﹤0.01%
23,868
+5,000
1118
$216K ﹤0.01%
11,183
1119
$216K ﹤0.01%
+4,069
1120
$215K ﹤0.01%
5,000
1121
$215K ﹤0.01%
41,735
1122
$214K ﹤0.01%
5,416
-140
1123
$214K ﹤0.01%
1,775
-1,649
1124
$214K ﹤0.01%
+16,400
1125
$214K ﹤0.01%
5,360
+60
43 44
45
46 47