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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.8M 0.26%
237,267
+213,325
102
$21.7M 0.26%
402,486
+398,803
103
$21.7M 0.26%
262,706
+42,773
104
$21.7M 0.26%
90,012
-10,378
105
$21.7M 0.26%
427,827
-30,734
106
$21.4M 0.26%
205,272
-2,833
107
$21.1M 0.25%
267,982
+24,916
108
$21.1M 0.25%
1,358,400
+19,900
109
$20.7M 0.25%
396,733
+1,189
110
$20.5M 0.24%
96,313
-12,170
111
$20.4M 0.24%
298,276
+14,376
112
$20.1M 0.24%
481,652
+32,764
113
$20.1M 0.24%
476,073
+3,035
114
$19.5M 0.23%
186,631
-5,599
115
$19M 0.23%
329,959
+10,878
116
$18.7M 0.22%
591,585
-10,765
117
$18.5M 0.22%
168,500
+312
118
$18.3M 0.22%
666,143
+119,791
119
$17.4M 0.21%
283,776
+54,240
120
$17.3M 0.21%
170,831
+12,918
121
$17.2M 0.21%
1,712,150
+207,260
122
$17.2M 0.21%
292,518
-1,098
123
$17.1M 0.2%
325,963
-3,669
124
$16.9M 0.2%
751,084
+31,430
125
$16.9M 0.2%
2,181,040
-43,575
3 4
5
6 7