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
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$22.1M
3
+$20.6M
4
DIS icon
Walt Disney
DIS
+$17.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M

Top Sells

1
+$38.4M
2
+$31.3M
3
+$30.7M
4
AMLP icon
Alerian MLP ETF
AMLP
+$27.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$26.8M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$404K ﹤0.01%
2,681
+100
1102
$403K ﹤0.01%
31,784
+16,273
1103
$403K ﹤0.01%
12,948
-126
1104
$401K ﹤0.01%
13,972
1105
$398K ﹤0.01%
9,314
-18,743
1106
$398K ﹤0.01%
9,794
+57
1107
$394K ﹤0.01%
27,335
+66
1108
$393K ﹤0.01%
3,031
-2,199
1109
$390K ﹤0.01%
23,195
-3,575
1110
$390K ﹤0.01%
+5,207
1111
$388K ﹤0.01%
+9,259
1112
$386K ﹤0.01%
119,004
1113
$386K ﹤0.01%
13,978
-615
1114
$384K ﹤0.01%
5,220
+130
1115
$383K ﹤0.01%
11,594
-551
1116
$382K ﹤0.01%
6,264
+2,351
1117
$382K ﹤0.01%
4,556
+1,186
1118
$382K ﹤0.01%
43,924
+27,611
1119
$381K ﹤0.01%
12,000
+698
1120
$379K ﹤0.01%
12,339
+353
1121
$379K ﹤0.01%
10,518
-7,229
1122
$378K ﹤0.01%
6,917
+277
1123
$376K ﹤0.01%
13,113
+380
1124
$375K ﹤0.01%
7,104
-897
1125
$375K ﹤0.01%
6,782
+1,053
43 44
45
46 47