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
1376
$201K ﹤0.01%
1,822
-324
1377
$197K ﹤0.01%
48
1378
$194K ﹤0.01%
20,106
1379
$193K ﹤0.01%
10,948
-7,766
1380
$192K ﹤0.01%
20,000
1381
$190K ﹤0.01%
17,530
+1,301
1382
$189K ﹤0.01%
36,000
-1,735
1383
$186K ﹤0.01%
+10,105
1384
$183K ﹤0.01%
12,803
-7,495
1385
$181K ﹤0.01%
21,995
1386
$179K ﹤0.01%
33,000
-1,500
1387
$174K ﹤0.01%
11,425
1388
$162K ﹤0.01%
11,344
+1,316
1389
$161K ﹤0.01%
6,260
1390
$160K ﹤0.01%
17,649
1391
$158K ﹤0.01%
12,044
+1,563
1392
$156K ﹤0.01%
11,090
-16,321
1393
$153K ﹤0.01%
18,289
-21,499
1394
$150K ﹤0.01%
16,544
-20,497
1395
$147K ﹤0.01%
13,586
-15,013
1396
$138K ﹤0.01%
479
1397
$134K ﹤0.01%
12,350
1398
$133K ﹤0.01%
11,200
1399
$133K ﹤0.01%
28,704
+694
1400
$131K ﹤0.01%
42,841
+25,415
54 55
56
57 58