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
1176
$325K ﹤0.01%
12,332
1177
$325K ﹤0.01%
9,796
+1,326
1178
$325K ﹤0.01%
839,000
+200,000
1179
$324K ﹤0.01%
1,225
+216
1180
$323K ﹤0.01%
3,076
1181
$322K ﹤0.01%
19,729
+4,939
1182
$322K ﹤0.01%
+3,094
1183
$319K ﹤0.01%
311
-31
1184
$319K ﹤0.01%
33,932
1185
$316K ﹤0.01%
6,827
1186
$315K ﹤0.01%
1,737
+57
1187
$314K ﹤0.01%
+7,191
1188
$313K ﹤0.01%
14,966
+351
1189
$313K ﹤0.01%
+13,763
1190
$312K ﹤0.01%
+4,936
1191
$312K ﹤0.01%
+5,179
1192
$312K ﹤0.01%
17,517
-8,988
1193
$311K ﹤0.01%
8,089
+144
1194
$310K ﹤0.01%
5,708
-800
1195
$310K ﹤0.01%
10,345
-101
1196
$309K ﹤0.01%
13,108
-348
1197
$309K ﹤0.01%
66,530
+3,396
1198
$309K ﹤0.01%
8,182
+355
1199
$306K ﹤0.01%
3,718
1200
$306K ﹤0.01%
9,220
+264
46 47
48
49 50