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
1151
$203K ﹤0.01%
+12,775
1152
$203K ﹤0.01%
2,646
-4,183
1153
$202K ﹤0.01%
+4,439
1154
$202K ﹤0.01%
+2,740
1155
$202K ﹤0.01%
+2,440
1156
$201K ﹤0.01%
+7,313
1157
$201K ﹤0.01%
+1,703
1158
$201K ﹤0.01%
+7,840
1159
$200K ﹤0.01%
7,350
-300
1160
$200K ﹤0.01%
+8,492
1161
$192K ﹤0.01%
13,877
-1,600
1162
$192K ﹤0.01%
10,892
1163
$191K ﹤0.01%
12,697
+679
1164
$190K ﹤0.01%
11,443
1165
$188K ﹤0.01%
18,172
1166
$187K ﹤0.01%
4,325
+2,500
1167
$184K ﹤0.01%
11,048
-505
1168
$179K ﹤0.01%
+10,795
1169
$179K ﹤0.01%
11,416
-500
1170
$179K ﹤0.01%
11,600
1171
$178K ﹤0.01%
+11,041
1172
– –
0
1173
$176K ﹤0.01%
15,000
1174
$166K ﹤0.01%
+22,500
1175
$165K ﹤0.01%
10,231
-3,662
45 46
47
48 49