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
1201
$178K ﹤0.01%
+17,278
1202
$177K ﹤0.01%
+18,099
1203
$176K ﹤0.01%
12,559
+1,138
1204
$172K ﹤0.01%
4,356
-525
1205
$167K ﹤0.01%
16,034
+60
1206
$166K ﹤0.01%
15,122
1207
$158K ﹤0.01%
10,781
-2,693
1208
$157K ﹤0.01%
10,272
1209
$156K ﹤0.01%
+3,250
1210
$154K ﹤0.01%
+2,457
1211
$153K ﹤0.01%
+12,100
1212
$153K ﹤0.01%
+11,560
1213
$151K ﹤0.01%
15,000
1214
$150K ﹤0.01%
+18,200
1215
$144K ﹤0.01%
+13,000
1216
$140K ﹤0.01%
20,385
1217
$138K ﹤0.01%
25,006
1218
$133K ﹤0.01%
14,399
-2,195
1219
$130K ﹤0.01%
21,802
+2,525
1220
$124K ﹤0.01%
+12,000
1221
$119K ﹤0.01%
11,715
-656
1222
$117K ﹤0.01%
18,236
-1,180
1223
$116K ﹤0.01%
10,378
1224
$114K ﹤0.01%
10,298
-3,548
1225
$113K ﹤0.01%
24,187
-466
47 48
49
50 51