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
1251
$63K ﹤0.01%
146,250
+12,500
1252
$61K ﹤0.01%
+12,622
1253
$61K ﹤0.01%
28,055
1254
$59K ﹤0.01%
+1,099
1255
$57K ﹤0.01%
2,515
-30
1256
$57K ﹤0.01%
1,542
1257
$57K ﹤0.01%
10,025
-2,500
1258
$57K ﹤0.01%
10,000
1259
$57K ﹤0.01%
40,000
-20,000
1260
$55K ﹤0.01%
170
-307
1261
$50K ﹤0.01%
12,502
+500
1262
$49K ﹤0.01%
+13,000
1263
$48K ﹤0.01%
+20,200
1264
$45K ﹤0.01%
+13,550
1265
$45K ﹤0.01%
20,000
1266
$42K ﹤0.01%
17,250
1267
$41K ﹤0.01%
22,024
-41,250
1268
$41K ﹤0.01%
5,386
1269
$40K ﹤0.01%
500
1270
$39K ﹤0.01%
833
1271
$37K ﹤0.01%
500
1272
$35K ﹤0.01%
+20,000
1273
$31K ﹤0.01%
738
1274
$30K ﹤0.01%
15,357
1275
$29K ﹤0.01%
222
49 50
51
52 53