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
1251
$275K ﹤0.01%
2,789
+42
1252
$274K ﹤0.01%
+3,000
1253
$274K ﹤0.01%
4,290
1254
$274K ﹤0.01%
4,850
-350
1255
$272K ﹤0.01%
+7,316
1256
$271K ﹤0.01%
8,492
1257
$270K ﹤0.01%
52,345
1258
$270K ﹤0.01%
9,474
-4,170
1259
$270K ﹤0.01%
2,666
-784
1260
$270K ﹤0.01%
2,843
+1
1261
$269K ﹤0.01%
8,682
+1,552
1262
$268K ﹤0.01%
+9,685
1263
$268K ﹤0.01%
+19,875
1264
$268K ﹤0.01%
1,070
1265
$268K ﹤0.01%
5,380
1266
$267K ﹤0.01%
7,013
-467
1267
$267K ﹤0.01%
+1,035
1268
$265K ﹤0.01%
2,207
+383
1269
$265K ﹤0.01%
+2,810
1270
$265K ﹤0.01%
+3,967
1271
$263K ﹤0.01%
36,011
+574
1272
$263K ﹤0.01%
11,228
+815
1273
$262K ﹤0.01%
10,956
-202
1274
$262K ﹤0.01%
+4,635
1275
$261K ﹤0.01%
1,500
+14
49 50
51
52 53