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
101
$47.3M 0.25%
982,190
-32,570
102
$46.8M 0.24%
209,504
-4,857
103
$46.6M 0.24%
297,758
-10,934
104
$45.9M 0.24%
439,822
-94
105
$45.3M 0.24%
238,095
+2,790
106
$44.8M 0.23%
365,287
+33,660
107
$44.7M 0.23%
617,198
-68,419
108
$44.7M 0.23%
344,518
-5,438
109
$44.3M 0.23%
882,726
-545,959
110
$44.2M 0.23%
187,878
+15,852
111
$44.1M 0.23%
1,516,742
-37,735
112
$44.1M 0.23%
250,004
+12,488
113
$42.7M 0.22%
224,814
+7,821
114
$42M 0.22%
1,201,972
+20,210
115
$40.2M 0.21%
240,229
-1,058
116
$40M 0.21%
627,189
-7,638
117
$39.7M 0.21%
111,230
+11,551
118
$39.6M 0.21%
1,077,532
+33,298
119
$39.4M 0.21%
690,483
+36,365
120
$38.2M 0.2%
658,854
+4,263
121
$36M 0.19%
753,858
+177,440
122
$35.6M 0.19%
933,499
-63,458
123
$35.4M 0.18%
1,227,630
+199,293
124
$35.3M 0.18%
534,323
-41,587
125
$35.3M 0.18%
284,235
+3,807
3 4
5
6 7