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
1226
$63K ﹤0.01%
17,234
1227
$62K ﹤0.01%
+11,269
1228
$61K ﹤0.01%
130,373
1229
$58K ﹤0.01%
1,505
1230
$57K ﹤0.01%
9,774
-11,600
1231
$56K ﹤0.01%
10,000
1232
$55K ﹤0.01%
+30,500
1233
$53K ﹤0.01%
+10,861
1234
$51K ﹤0.01%
+10,775
1235
$51K ﹤0.01%
1,100
1236
$45K ﹤0.01%
10,000
1237
$41K ﹤0.01%
41,593
+10,000
1238
$38K ﹤0.01%
+26,000
1239
$37K ﹤0.01%
3,675
1240
$36K ﹤0.01%
2,608
+597
1241
$36K ﹤0.01%
19,560
-123,240
1242
$33K ﹤0.01%
15,357
1243
$28K ﹤0.01%
2,500
-1,100
1244
$25K ﹤0.01%
10,002
+2
1245
$19K ﹤0.01%
10,000
1246
$16K ﹤0.01%
1,042
1247
$15K ﹤0.01%
+1,102
1248
$8K ﹤0.01%
1,000
1249
– –
0
1250
$5K ﹤0.01%
1,148
48 49
50
51 52