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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$257K ﹤0.01%
39,438
1102
$257K ﹤0.01%
10,811
+1,428
1103
$256K ﹤0.01%
2,304
-474
1104
$256K ﹤0.01%
12,131
1105
$255K ﹤0.01%
20,000
1106
$254K ﹤0.01%
5,312
+704
1107
$254K ﹤0.01%
9,906
1108
$254K ﹤0.01%
5,158
-75
1109
$253K ﹤0.01%
3,414
+162
1110
$252K ﹤0.01%
1,693
-179
1111
$250K ﹤0.01%
11,203
-800
1112
$249K ﹤0.01%
+7,273
1113
$249K ﹤0.01%
+5,782
1114
$248K ﹤0.01%
3,560
+208
1115
$248K ﹤0.01%
12,350
1116
$246K ﹤0.01%
1,635
-56
1117
$245K ﹤0.01%
3,115
-1,920
1118
$245K ﹤0.01%
+12,850
1119
$244K ﹤0.01%
+6,210
1120
$243K ﹤0.01%
3,620
+189
1121
$242K ﹤0.01%
+6,874
1122
$241K ﹤0.01%
3,600
+400
1123
$241K ﹤0.01%
10,194
-65
1124
$241K ﹤0.01%
10,713
+20
1125
$240K ﹤0.01%
2,840
-300
43 44
45
46 47