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
1151
$223K ﹤0.01%
3,067
-159
1152
$223K ﹤0.01%
9,869
-392
1153
$223K ﹤0.01%
16,481
-241
1154
$223K ﹤0.01%
12,579
+624
1155
$222K ﹤0.01%
3,640
-178
1156
$222K ﹤0.01%
7,178
-25,552
1157
$222K ﹤0.01%
3,323
-561
1158
$220K ﹤0.01%
+2,493
1159
$220K ﹤0.01%
9,098
1160
$219K ﹤0.01%
9,552
+290
1161
$219K ﹤0.01%
13,545
+1,051
1162
$218K ﹤0.01%
+4,975
1163
$217K ﹤0.01%
14,906
-4,241
1164
$217K ﹤0.01%
7,144
-1,585
1165
$217K ﹤0.01%
3,186
+144
1166
$214K ﹤0.01%
6,523
-1,000
1167
$214K ﹤0.01%
+3,150
1168
$213K ﹤0.01%
+2,134
1169
$213K ﹤0.01%
11,214
-162
1170
$211K ﹤0.01%
1,775
-224
1171
$211K ﹤0.01%
+2,145
1172
$210K ﹤0.01%
+10,114
1173
$210K ﹤0.01%
4,186
+177
1174
$209K ﹤0.01%
1,832
1175
$208K ﹤0.01%
+23,825
45 46
47
48 49