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
1151
$192K ﹤0.01%
12,000
1152
$192K ﹤0.01%
11,416
1153
$187K ﹤0.01%
10,000
1154
$186K ﹤0.01%
+10,472
1155
$182K ﹤0.01%
22,024
1156
$182K ﹤0.01%
12,000
1157
$180K ﹤0.01%
12,817
-23
1158
$176K ﹤0.01%
15,000
1159
$175K ﹤0.01%
+11,641
1160
$166K ﹤0.01%
+14,000
1161
$166K ﹤0.01%
10,380
-668
1162
$166K ﹤0.01%
10,414
+183
1163
$164K ﹤0.01%
20,991
-795
1164
$163K ﹤0.01%
4,317
+308
1165
$162K ﹤0.01%
11,287
1166
$158K ﹤0.01%
20,000
1167
$156K ﹤0.01%
15,856
1168
$155K ﹤0.01%
20,358
+453
1169
$154K ﹤0.01%
170
1170
$153K ﹤0.01%
10,624
1171
$148K ﹤0.01%
19,747
+248
1172
$147K ﹤0.01%
1,920
-3,964
1173
$145K ﹤0.01%
10,753
-207
1174
$140K ﹤0.01%
14,342
+229
1175
$129K ﹤0.01%
22,845
-12,390
45 46
47
48 49