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
1176
$208K ﹤0.01%
+2,100
1177
$208K ﹤0.01%
+739
1178
$207K ﹤0.01%
+1,688
1179
$205K ﹤0.01%
+6,168
1180
$205K ﹤0.01%
9,805
1181
$204K ﹤0.01%
+2,157
1182
$204K ﹤0.01%
2,967
-34
1183
$203K ﹤0.01%
21,421
1184
$203K ﹤0.01%
5,237
1185
$203K ﹤0.01%
+2,525
1186
$202K ﹤0.01%
+284
1187
$202K ﹤0.01%
+5,346
1188
$201K ﹤0.01%
5,649
-434
1189
$201K ﹤0.01%
+4,394
1190
$200K ﹤0.01%
+4,000
1191
$200K ﹤0.01%
+1,863
1192
$200K ﹤0.01%
+927
1193
$200K ﹤0.01%
+4,117
1194
$200K ﹤0.01%
+2,317
1195
$200K ﹤0.01%
10,000
1196
$193K ﹤0.01%
+17,000
1197
$191K ﹤0.01%
+11,200
1198
$190K ﹤0.01%
21,249
1199
$183K ﹤0.01%
11,443
1200
$179K ﹤0.01%
14,243
46 47
48
49 50