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
1326
$230K ﹤0.01%
8,423
-822
1327
$230K ﹤0.01%
6,650
-1,300
1328
$228K ﹤0.01%
+1,100
1329
$228K ﹤0.01%
+7,328
1330
$228K ﹤0.01%
+6,262
1331
$227K ﹤0.01%
17,976
-92,742
1332
$226K ﹤0.01%
+2,600
1333
$226K ﹤0.01%
+4,678
1334
$226K ﹤0.01%
+3,461
1335
$225K ﹤0.01%
+2,823
1336
$225K ﹤0.01%
1,395
+84
1337
$225K ﹤0.01%
17,605
-2,688
1338
$223K ﹤0.01%
+4,014
1339
$223K ﹤0.01%
+1,564
1340
$223K ﹤0.01%
+1,896
1341
$222K ﹤0.01%
+9,671
1342
$222K ﹤0.01%
2,917
-2,069
1343
$222K ﹤0.01%
3,797
-150
1344
$221K ﹤0.01%
+3,132
1345
$221K ﹤0.01%
5,276
-1,034
1346
$220K ﹤0.01%
9,500
1347
$220K ﹤0.01%
4,143
+286
1348
$219K ﹤0.01%
10,059
-13,612
1349
$218K ﹤0.01%
6,457
-4,376
1350
$218K ﹤0.01%
+8,283
52 53
54
55 56