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
1201
$305K ﹤0.01%
1,978
+85
1202
$301K ﹤0.01%
6,534
+1,025
1203
$301K ﹤0.01%
3,311
-241
1204
$300K ﹤0.01%
+980
1205
$300K ﹤0.01%
8,475
1206
$300K ﹤0.01%
10,029
+2,201
1207
$300K ﹤0.01%
+5,909
1208
$299K ﹤0.01%
12,052
-188
1209
$298K ﹤0.01%
4,638
-1,013
1210
$298K ﹤0.01%
23,585
-97
1211
$298K ﹤0.01%
6,118
-938
1212
$298K ﹤0.01%
14,526
-2,611
1213
$297K ﹤0.01%
3,220
+94
1214
$296K ﹤0.01%
3,902
-5,396
1215
$296K ﹤0.01%
6,782
+957
1216
$296K ﹤0.01%
40,000
-43,500
1217
$295K ﹤0.01%
8,989
+56
1218
$293K ﹤0.01%
11,600
-1,450
1219
$292K ﹤0.01%
11,015
+37
1220
$292K ﹤0.01%
3,212
-535
1221
$291K ﹤0.01%
14,140
-1,888
1222
$290K ﹤0.01%
8,433
+1
1223
$290K ﹤0.01%
+3,460
1224
$290K ﹤0.01%
+5,261
1225
$289K ﹤0.01%
8,915
+487
47 48
49
50 51