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
1226
$112K ﹤0.01%
12,834
+834
1227
$108K ﹤0.01%
+10,100
1228
$96K ﹤0.01%
+19,000
1229
$96K ﹤0.01%
13,124
-5,363
1230
$94K ﹤0.01%
12,505
+1,289
1231
$92K ﹤0.01%
+12,597
1232
$91K ﹤0.01%
+21,100
1233
$91K ﹤0.01%
15,544
1234
$90K ﹤0.01%
27,908
1235
$90K ﹤0.01%
9,714
-3,189
1236
$88K ﹤0.01%
25,000
-2,000
1237
$87K ﹤0.01%
26,000
1238
$86K ﹤0.01%
28,575
-8,375
1239
$86K ﹤0.01%
+15,210
1240
$82K ﹤0.01%
14,726
1241
$81K ﹤0.01%
14,900
1242
$79K ﹤0.01%
+10,520
1243
$79K ﹤0.01%
2,409
-245
1244
$79K ﹤0.01%
2,500
1245
$76K ﹤0.01%
+6,500
1246
$75K ﹤0.01%
15,439
1247
$72K ﹤0.01%
1,126
1248
$70K ﹤0.01%
2,000
1249
$69K ﹤0.01%
+12,211
1250
$67K ﹤0.01%
+15,000
48 49
50
51 52