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
1126
$240K ﹤0.01%
41,735
1127
$238K ﹤0.01%
6,994
1128
$238K ﹤0.01%
9,200
-282
1129
$238K ﹤0.01%
+8,486
1130
$238K ﹤0.01%
3,237
-698
1131
$237K ﹤0.01%
+8,260
1132
$237K ﹤0.01%
8,190
-900
1133
$237K ﹤0.01%
+6,922
1134
$237K ﹤0.01%
2,076
-188
1135
$236K ﹤0.01%
+5,329
1136
$233K ﹤0.01%
2,614
+245
1137
$233K ﹤0.01%
+1,523
1138
$233K ﹤0.01%
402
1139
$232K ﹤0.01%
4,000
1140
$232K ﹤0.01%
4,925
-990
1141
$232K ﹤0.01%
2,958
1142
$232K ﹤0.01%
25,845
-2,085
1143
$231K ﹤0.01%
+8,259
1144
$231K ﹤0.01%
3,777
+25
1145
$230K ﹤0.01%
8,017
-1,230
1146
$226K ﹤0.01%
5,564
-1,055
1147
$224K ﹤0.01%
+4,944
1148
$224K ﹤0.01%
+3,974
1149
$224K ﹤0.01%
3,489
-195
1150
$224K ﹤0.01%
5,635
44 45
46
47 48