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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.8M 0.19%
140,583
+55,141
127
$19.7M 0.19%
119,111
+12,934
128
$18.8M 0.18%
+384,157
129
$18.8M 0.18%
215,356
-21,632
130
$18.4M 0.18%
368,335
-371,532
131
$18.3M 0.18%
431,937
+135,031
132
$18M 0.17%
362,493
+10,702
133
$17.7M 0.17%
240,010
+689
134
$17.6M 0.17%
146,263
-18,134
135
$17.5M 0.17%
525,207
-16,509
136
$17.2M 0.17%
234,243
+10,872
137
$17.1M 0.17%
125,435
+87,913
138
$17M 0.17%
221,232
+27,109
139
$16.5M 0.16%
257,955
-2,188
140
$15.6M 0.15%
91,709
+11,706
141
$15.4M 0.15%
336,086
+8,870
142
$15.2M 0.15%
158,579
-67,685
143
$15.2M 0.15%
367
+331
144
$15.1M 0.15%
391,250
+143,006
145
$15.1M 0.15%
123,404
-2,796
146
$14.6M 0.14%
251,018
-9,960
147
$14.5M 0.14%
556,632
-2,882
148
$14.2M 0.14%
215,112
+121,333
149
$14.2M 0.14%
295,410
-4,090
150
$14.1M 0.14%
58,119
+8,853
4 5
6
7 8