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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.3M 0.19%
178,134
+6,963
127
$15.5M 0.19%
510,009
-36,918
128
$15M 0.18%
708,012
-28,374
129
$15M 0.18%
141,909
+17,877
130
$14.9M 0.18%
77,800
-1,500
131
$14.9M 0.18%
561,876
+22,600
132
$14.6M 0.17%
228,052
+66,002
133
$14.3M 0.17%
242,326
+81,938
134
$14.3M 0.17%
282,060
-5,843
135
$14.2M 0.17%
232,694
+80,444
136
$14M 0.17%
349,508
+110,940
137
$13.9M 0.17%
61,146
+8,137
138
$13.9M 0.17%
315,390
-16,965
139
$13.9M 0.17%
289,980
+23,348
140
$13.7M 0.16%
149,148
+6,558
141
$13.6M 0.16%
193,092
-224,293
142
$13.3M 0.16%
68,859
+10,029
143
$13.3M 0.16%
224,698
+27,374
144
$13.1M 0.16%
299,863
-166
145
$13M 0.16%
226,009
+2,230
146
$12.9M 0.15%
116,245
-1,434
147
$12.9M 0.15%
110,532
+2,389
148
$12.7M 0.15%
257,520
+9,583
149
$12.7M 0.15%
93,195
-116
150
$12.5M 0.15%
198,659
+17,303
4 5
6
7 8