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
1126
$213K ﹤0.01%
+4,860
1127
$213K ﹤0.01%
6,890
1128
$213K ﹤0.01%
+4,250
1129
$213K ﹤0.01%
3,233
+581
1130
$213K ﹤0.01%
+18,868
1131
$212K ﹤0.01%
+8,670
1132
$212K ﹤0.01%
5,300
-1,610
1133
$211K ﹤0.01%
+3,230
1134
$211K ﹤0.01%
+7,935
1135
$211K ﹤0.01%
2,212
-760
1136
$210K ﹤0.01%
+2,945
1137
$210K ﹤0.01%
+47,507
1138
$208K ﹤0.01%
12,094
+655
1139
$207K ﹤0.01%
10,273
1140
$207K ﹤0.01%
14,965
+3,590
1141
$206K ﹤0.01%
+3,253
1142
$205K ﹤0.01%
+6,333
1143
$205K ﹤0.01%
5,859
+234
1144
$204K ﹤0.01%
+6,644
1145
$204K ﹤0.01%
+1,446
1146
$204K ﹤0.01%
+8,287
1147
$204K ﹤0.01%
+20,544
1148
$204K ﹤0.01%
3,312
-1,073
1149
$203K ﹤0.01%
+9,460
1150
$203K ﹤0.01%
+8,715
44 45
46
47 48