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
1151
$344K ﹤0.01%
2,225
-67
1152
$344K ﹤0.01%
20,895
-36,361
1153
$343K ﹤0.01%
5,720
1154
$343K ﹤0.01%
+11,477
1155
$342K ﹤0.01%
17,075
+516
1156
$342K ﹤0.01%
1,635
1157
$342K ﹤0.01%
11,288
+59
1158
$341K ﹤0.01%
17,347
1159
$341K ﹤0.01%
2,891
-4
1160
$340K ﹤0.01%
5,577
+262
1161
$338K ﹤0.01%
15,778
+974
1162
$337K ﹤0.01%
7,575
-1,290
1163
$337K ﹤0.01%
15,744
-96
1164
$336K ﹤0.01%
6,065
-50
1165
$334K ﹤0.01%
+12,500
1166
$331K ﹤0.01%
5,956
-213
1167
$331K ﹤0.01%
11,824
+2,832
1168
$329K ﹤0.01%
5,798
-448
1169
$329K ﹤0.01%
15,480
-44,828
1170
$329K ﹤0.01%
16,810
-1,760
1171
$328K ﹤0.01%
5,971
+805
1172
$328K ﹤0.01%
10,547
-10,500
1173
$327K ﹤0.01%
7,254
+471
1174
$327K ﹤0.01%
20,600
1175
$326K ﹤0.01%
4,354
-2,496
45 46
47
48 49