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
101
$26.8M 0.26%
2,131,970
-515,150
102
$26.5M 0.26%
811,388
+161,396
103
$26.3M 0.26%
177,113
-745
104
$25.5M 0.25%
184,222
-16,011
105
$25.4M 0.25%
368,942
-52,178
106
$25.4M 0.25%
354,104
+28,415
107
$24.7M 0.24%
414,292
+14,811
108
$24.4M 0.24%
105,705
+42,035
109
$23.8M 0.23%
222,493
-49,394
110
$23.4M 0.23%
320,242
+14,925
111
$22.6M 0.22%
263,264
-68,493
112
$22.5M 0.22%
170,895
+28,132
113
$22.3M 0.22%
151,206
+72,607
114
$22.2M 0.22%
207,335
-123,074
115
$21.9M 0.21%
604,413
+56,889
116
$21.8M 0.21%
131,622
+12,940
117
$21.5M 0.21%
611,124
+469,146
118
$21.4M 0.21%
323,120
+32,885
119
$21.3M 0.21%
547,790
+316,712
120
$21.3M 0.21%
267,733
-17,693
121
$21.2M 0.21%
334,094
-75,512
122
$21.1M 0.21%
183,169
-39,000
123
$20.1M 0.2%
444,101
-42,604
124
$19.9M 0.19%
785,736
+9,178
125
$19.9M 0.19%
355,924
+467
3 4
5
6 7