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
1426
$76K ﹤0.01%
109,079
-9,591
1427
$75K ﹤0.01%
2,581
1428
$71K ﹤0.01%
19
1429
$67K ﹤0.01%
12,502
1430
$63K ﹤0.01%
500
1431
$62K ﹤0.01%
2,464
+112
1432
$60K ﹤0.01%
41,710
1433
$60K ﹤0.01%
14,900
-1,475
1434
$53K ﹤0.01%
3,505
+985
1435
$52K ﹤0.01%
10,000
1436
$50K ﹤0.01%
1,417
1437
$49K ﹤0.01%
+12,500
1438
$49K ﹤0.01%
18,021
-1,356
1439
$39K ﹤0.01%
15,439
1440
$39K ﹤0.01%
+22,086
1441
$34K ﹤0.01%
4,293
-2,207
1442
– –
0
1443
$33K ﹤0.01%
600
1444
$31K ﹤0.01%
15,357
1445
$31K ﹤0.01%
35,977
+7,977
1446
$30K ﹤0.01%
20,000
1447
$26K ﹤0.01%
732
1448
$26K ﹤0.01%
3,900
1449
$23K ﹤0.01%
13,480
-2,500
1450
$18K ﹤0.01%
15,000
56 57
58
59 60