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
1401
$130K ﹤0.01%
+31,699
1402
$127K ﹤0.01%
5,180
1403
$123K ﹤0.01%
12,390
-7,879
1404
$122K ﹤0.01%
+70,000
1405
$119K ﹤0.01%
+10,420
1406
$118K ﹤0.01%
761
+53
1407
$114K ﹤0.01%
11,349
1408
$113K ﹤0.01%
475
+1
1409
$112K ﹤0.01%
17,000
-34,000
1410
$110K ﹤0.01%
12,550
1411
$109K ﹤0.01%
15,850
+800
1412
$105K ﹤0.01%
2,000
1413
$103K ﹤0.01%
12,525
+204
1414
$103K ﹤0.01%
11,452
1415
$99K ﹤0.01%
26,476
1416
$98K ﹤0.01%
183,750
1417
$97K ﹤0.01%
21,320
1418
$96K ﹤0.01%
+25,490
1419
$93K ﹤0.01%
+11,806
1420
$92K ﹤0.01%
+26,449
1421
$90K ﹤0.01%
19,277
+2,950
1422
$88K ﹤0.01%
3,647
-1,195
1423
$87K ﹤0.01%
10,870
+203
1424
$82K ﹤0.01%
1,613
1425
$76K ﹤0.01%
3,750
55 56
57
58 59