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
1126
$375K ﹤0.01%
10,928
-166
1127
$373K ﹤0.01%
5,073
+2,122
1128
$372K ﹤0.01%
1,236
+97
1129
$370K ﹤0.01%
9,834
+276
1130
$370K ﹤0.01%
22,123
+5,104
1131
$368K ﹤0.01%
21,929
-943
1132
$365K ﹤0.01%
+4,395
1133
$365K ﹤0.01%
8,500
+350
1134
$364K ﹤0.01%
7,660
+84
1135
$363K ﹤0.01%
27,918
+342
1136
$362K ﹤0.01%
3,819
-148
1137
$362K ﹤0.01%
10,270
-38,557
1138
$361K ﹤0.01%
22,563
+4,369
1139
$361K ﹤0.01%
4,805
-907
1140
$360K ﹤0.01%
36,854
+1,800
1141
$360K ﹤0.01%
62,934
-16,156
1142
$357K ﹤0.01%
54,127
-25,245
1143
$357K ﹤0.01%
10,179
-36
1144
$356K ﹤0.01%
11,972
-784
1145
$355K ﹤0.01%
17,162
-3,035
1146
$353K ﹤0.01%
43,929
1147
$350K ﹤0.01%
28,929
-238
1148
$346K ﹤0.01%
14,330
-9,604
1149
$346K ﹤0.01%
14,855
-276
1150
$344K ﹤0.01%
4,182
+290
44 45
46
47 48