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
1351
$217K ﹤0.01%
+1,888
1352
$216K ﹤0.01%
+6,485
1353
$215K ﹤0.01%
+2,799
1354
$214K ﹤0.01%
3,279
-408
1355
$214K ﹤0.01%
+8,564
1356
$213K ﹤0.01%
3,489
-985
1357
$213K ﹤0.01%
+10,733
1358
$213K ﹤0.01%
2,030
1359
$211K ﹤0.01%
3,897
-1,238
1360
$210K ﹤0.01%
5,796
+3,357
1361
$209K ﹤0.01%
+8,224
1362
$209K ﹤0.01%
3,217
-6,300
1363
$209K ﹤0.01%
11,400
-8,492
1364
$209K ﹤0.01%
+4,667
1365
$209K ﹤0.01%
+7,960
1366
$207K ﹤0.01%
+4,050
1367
$207K ﹤0.01%
14,820
+1,780
1368
$207K ﹤0.01%
2,513
-193
1369
$206K ﹤0.01%
+2,545
1370
$205K ﹤0.01%
+4,120
1371
$204K ﹤0.01%
+1,597
1372
$203K ﹤0.01%
5,625
-9,411
1373
$203K ﹤0.01%
42,690
-4,660
1374
$202K ﹤0.01%
4,000
1375
$201K ﹤0.01%
+5,847
53 54
55
56 57