JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
State Street Energy Select Sector SPDR ETF
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
1201
$63K ﹤0.01%
11,269
1202
$62K ﹤0.01%
37,319
-1,771
1203
$61K ﹤0.01%
+12,646
1204
$58K ﹤0.01%
21,448
-401
1205
$57K ﹤0.01%
30,550
+50
1206
$55K ﹤0.01%
10,861
1207
$54K ﹤0.01%
+10,098
1208
$54K ﹤0.01%
10,000
1209
$52K ﹤0.01%
31,134
1210
$49K ﹤0.01%
2,857
1211
$49K ﹤0.01%
3,675
1212
$49K ﹤0.01%
3,580
+972
1213
$46K ﹤0.01%
130,373
1214
$38K ﹤0.01%
15,357
1215
$31K ﹤0.01%
19,560
1216
$30K ﹤0.01%
9,674
-100
1217
$29K ﹤0.01%
26,000
1218
$29K ﹤0.01%
1,100
1219
$29K ﹤0.01%
10,000
-2
1220
$17K ﹤0.01%
1,042
1221
$11K ﹤0.01%
1,102
1222
$8K ﹤0.01%
1,000
1223
– –
0
1224
– –
-7,042
1225
– –
-10,223
47 48
49
50 51