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
1176
$163K ﹤0.01%
10,223
-1,000
1177
$163K ﹤0.01%
15,000
1178
$162K ﹤0.01%
15,856
1179
$160K ﹤0.01%
+10,000
1180
$160K ﹤0.01%
54,014
-60,354
1181
$159K ﹤0.01%
+11,699
1182
$154K ﹤0.01%
10,624
1183
$154K ﹤0.01%
+721
1184
$151K ﹤0.01%
170
1185
$149K ﹤0.01%
21,786
+1,952
1186
$149K ﹤0.01%
12,000
1187
$148K ﹤0.01%
19,499
-33,106
1188
$147K ﹤0.01%
13,372
1189
$147K ﹤0.01%
+10,960
1190
$145K ﹤0.01%
19,905
-3,549
1191
$145K ﹤0.01%
11,807
-848
1192
$145K ﹤0.01%
+4,009
1193
$145K ﹤0.01%
+13,066
1194
$145K ﹤0.01%
23,864
+12,515
1195
$141K ﹤0.01%
+11,287
1196
$137K ﹤0.01%
14,084
+1,474
1197
$133K ﹤0.01%
35,235
+10,801
1198
$129K ﹤0.01%
14,113
-25
1199
$123K ﹤0.01%
5,703
1200
$121K ﹤0.01%
20,000
46 47
48
49 50