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
1201
$117K ﹤0.01%
+10,612
1202
$116K ﹤0.01%
+16,267
1203
$113K ﹤0.01%
19,500
-735
1204
$110K ﹤0.01%
+17,828
1205
$108K ﹤0.01%
1,301
1206
$107K ﹤0.01%
12,000
-8,000
1207
$105K ﹤0.01%
4,710
1208
$97K ﹤0.01%
31,134
-3,200
1209
$96K ﹤0.01%
108,750
-60,000
1210
$90K ﹤0.01%
2,857
1211
$90K ﹤0.01%
+12,840
1212
$89K ﹤0.01%
+15,596
1213
$88K ﹤0.01%
+29,408
1214
$88K ﹤0.01%
+10,000
1215
$85K ﹤0.01%
10,810
-400
1216
$81K ﹤0.01%
1,217
+218
1217
$81K ﹤0.01%
39,090
-1,776
1218
$78K ﹤0.01%
1,867
-167
1219
$77K ﹤0.01%
+15,439
1220
$74K ﹤0.01%
+11,250
1221
$73K ﹤0.01%
2,500
-77
1222
$70K ﹤0.01%
14,900
-145
1223
$70K ﹤0.01%
20,000
-1,015
1224
$67K ﹤0.01%
21,849
-2,752
1225
$63K ﹤0.01%
2,000
47 48
49
50 51