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
1126
$213K ﹤0.01%
6,612
-14,716
1127
$212K ﹤0.01%
12,626
-615
1128
$212K ﹤0.01%
+8,618
1129
$211K ﹤0.01%
9,963
-11,940
1130
$210K ﹤0.01%
5,250
-5,073
1131
$209K ﹤0.01%
7,144
-180
1132
$209K ﹤0.01%
7,840
1133
$208K ﹤0.01%
+3,691
1134
$207K ﹤0.01%
10,273
1135
$207K ﹤0.01%
4,346
-489
1136
$205K ﹤0.01%
+11,234
1137
$205K ﹤0.01%
+3,841
1138
$205K ﹤0.01%
+7,698
1139
$204K ﹤0.01%
4,332
-178
1140
$203K ﹤0.01%
7,350
1141
$203K ﹤0.01%
+11,016
1142
$202K ﹤0.01%
4,191
-1,000
1143
$202K ﹤0.01%
+3,477
1144
$201K ﹤0.01%
+7,548
1145
$200K ﹤0.01%
18,172
1146
$200K ﹤0.01%
15,000
1147
$199K ﹤0.01%
5,419
+709
1148
$198K ﹤0.01%
11,443
1149
$197K ﹤0.01%
+16,859
1150
$197K ﹤0.01%
10,092
-800
44 45
46
47 48