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
1176
$116K ﹤0.01%
+31,869
1177
$116K ﹤0.01%
4,754
-42,207
1178
$112K ﹤0.01%
1,800
-1,237
1179
$109K ﹤0.01%
10,000
1180
$109K ﹤0.01%
17,827
-1
1181
$107K ﹤0.01%
16,141
-7,723
1182
$97K ﹤0.01%
108,750
1183
$97K ﹤0.01%
+20,000
1184
$96K ﹤0.01%
1,301
1185
$96K ﹤0.01%
2,073
+206
1186
$95K ﹤0.01%
22,500
1187
$92K ﹤0.01%
15,439
1188
$92K ﹤0.01%
20,000
1189
$90K ﹤0.01%
19,500
1190
$87K ﹤0.01%
12,825
-2,771
1191
$86K ﹤0.01%
+2,533
1192
$82K ﹤0.01%
2,000
1193
$77K ﹤0.01%
5,615
-88
1194
$77K ﹤0.01%
2,105
+600
1195
$77K ﹤0.01%
10,000
1196
$75K ﹤0.01%
2,500
1197
$73K ﹤0.01%
14,900
1198
$72K ﹤0.01%
11,250
1199
– –
0
1200
$68K ﹤0.01%
1,112
-105
46 47
48
49 50