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
1301
$243K ﹤0.01%
+8,224
1302
$242K ﹤0.01%
+1,429
1303
$242K ﹤0.01%
3,171
1304
$242K ﹤0.01%
+8,154
1305
$242K ﹤0.01%
+16,489
1306
$241K ﹤0.01%
10,795
-9,469
1307
$240K ﹤0.01%
+5,900
1308
$240K ﹤0.01%
10,000
1309
$240K ﹤0.01%
2,336
1310
$239K ﹤0.01%
4,400
-72
1311
$239K ﹤0.01%
9,550
1312
$239K ﹤0.01%
11,023
1313
$239K ﹤0.01%
5,517
+375
1314
$239K ﹤0.01%
+10,677
1315
$234K ﹤0.01%
+7,277
1316
$234K ﹤0.01%
15,700
-11,874
1317
$233K ﹤0.01%
16,075
-1,450
1318
$233K ﹤0.01%
5,356
1319
$233K ﹤0.01%
17,600
1320
$233K ﹤0.01%
27,585
-22,395
1321
$233K ﹤0.01%
21,565
-5,376
1322
$232K ﹤0.01%
+2,617
1323
$232K ﹤0.01%
4,176
-600
1324
$231K ﹤0.01%
165,098
1325
$231K ﹤0.01%
4,856
-1,259
51 52
53
54 55