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
$10.7B
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
Energy Select Sector SPDR Fund
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
101
$27.6M 0.26%
391,573
+221,664
102
$27.1M 0.25%
366,163
-2,859
103
$25.2M 0.24%
825,020
+13,632
104
$24.7M 0.23%
1,026,321
-111,078
105
$24.6M 0.23%
186,894
+15,999
106
$24.6M 0.23%
424,223
+9,931
107
$24.4M 0.23%
786,650
+914
108
$24.3M 0.23%
303,806
-76,320
109
$24.1M 0.23%
2,000,495
-131,475
110
$23.7M 0.22%
1,141,472
-175,880
111
$23.6M 0.22%
327,429
-26,675
112
$23.6M 0.22%
102,504
-3,201
113
$23.5M 0.22%
371,413
+2,471
114
$23.5M 0.22%
166,615
+26,032
115
$23.1M 0.21%
184,167
-55
116
$22.8M 0.21%
136,985
+5,363
117
$21.9M 0.2%
512,291
-108,424
118
$21.8M 0.2%
124,503
+5,392
119
$21.4M 0.2%
335,217
+12,097
120
$21.3M 0.2%
532,884
-14,906
121
$21.2M 0.2%
171,660
-11,509
122
$20.9M 0.19%
494,258
+50,157
123
$20.7M 0.19%
514,950
-10,257
124
$20.6M 0.19%
368,983
+648
125
$20.6M 0.19%
256,875
-6,389
3 4
5
6 7