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
101
$37.5M 0.25%
1,037,493
-4,901
102
$37.5M 0.25%
498,458
-15,834
103
$37.4M 0.25%
239,332
-15,287
104
$37.1M 0.24%
437,264
+28,519
105
$36.8M 0.24%
701,481
+21,088
106
$36.8M 0.24%
802,088
+27,228
107
$36.2M 0.24%
428,535
-2,744
108
$36M 0.24%
818,350
+25,882
109
$35.7M 0.23%
337,541
-2,903
110
$34.1M 0.22%
412,681
+67,773
111
$33.9M 0.22%
303,861
+14,409
112
$33.2M 0.22%
174,879
+1,913
113
$33.2M 0.22%
195,163
-21,769
114
$32.9M 0.22%
428,483
+11,647
115
$32.8M 0.22%
995,160
-372,078
116
$32.7M 0.22%
243,515
+27,597
117
$32.1M 0.21%
374,788
+3,927
118
$31.7M 0.21%
61,623
+1,534
119
$31M 0.2%
474,753
-3,437
120
$30.9M 0.2%
241,860
+17,817
121
$30.2M 0.2%
215,067
+1,113
122
$29.3M 0.19%
348,724
+9,404
123
$29.1M 0.19%
282,505
+25,661
124
$29.1M 0.19%
475,336
+24,612
125
$29M 0.19%
342,354
+35,515
3 4
5
6 7