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
1276
$259K ﹤0.01%
8,966
+1,512
1277
$259K ﹤0.01%
3,231
+735
1278
$258K ﹤0.01%
3,553
-1,217
1279
$258K ﹤0.01%
4,207
-255
1280
$257K ﹤0.01%
4,851
+373
1281
$257K ﹤0.01%
+8,963
1282
$255K ﹤0.01%
+4,581
1283
$253K ﹤0.01%
+3,009
1284
$253K ﹤0.01%
10,521
+617
1285
$253K ﹤0.01%
86,118
+75,740
1286
$252K ﹤0.01%
1,856
-415
1287
$252K ﹤0.01%
15,024
-64,874
1288
$251K ﹤0.01%
41,250
1289
$251K ﹤0.01%
+6,559
1290
$250K ﹤0.01%
+12,846
1291
$249K ﹤0.01%
31,722
-15,599
1292
$249K ﹤0.01%
+2,113
1293
$248K ﹤0.01%
2,943
-615
1294
$247K ﹤0.01%
3,162
+105
1295
$247K ﹤0.01%
2,598
+45
1296
$245K ﹤0.01%
5,573
-30,913
1297
$244K ﹤0.01%
5,950
-2,250
1298
$244K ﹤0.01%
+3,108
1299
$244K ﹤0.01%
+1,718
1300
$243K ﹤0.01%
18,430
+65
50 51
52
53 54