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
1226
$288K ﹤0.01%
15,675
+242
1227
$288K ﹤0.01%
5,526
+514
1228
$287K ﹤0.01%
6,747
+395
1229
$286K ﹤0.01%
3,573
-36
1230
$286K ﹤0.01%
8,669
-1,965
1231
$286K ﹤0.01%
+5,345
1232
$285K ﹤0.01%
5,954
+556
1233
$285K ﹤0.01%
14,170
+381
1234
$284K ﹤0.01%
2,480
-26
1235
$284K ﹤0.01%
8,212
-9,914
1236
$284K ﹤0.01%
13,478
-33
1237
$283K ﹤0.01%
+2,387
1238
$283K ﹤0.01%
4,080
-541
1239
$282K ﹤0.01%
+622
1240
$280K ﹤0.01%
21,250
1241
$280K ﹤0.01%
+2,535
1242
$279K ﹤0.01%
8,161
1243
$278K ﹤0.01%
4,270
-294
1244
$278K ﹤0.01%
1,391
+116
1245
$277K ﹤0.01%
405
+51
1246
$277K ﹤0.01%
5,784
-456
1247
$275K ﹤0.01%
+17,571
1248
$275K ﹤0.01%
+5,414
1249
$275K ﹤0.01%
+2,900
1250
$275K ﹤0.01%
5,392
-1,068
48 49
50
51 52