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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.6M 0.19%
309,017
-11,225
127
$20.4M 0.19%
384,157
128
$20.2M 0.19%
74,100
-1,600
129
$20.1M 0.19%
147,825
+22,390
130
$19.9M 0.19%
277,626
-56,468
131
$19.3M 0.18%
365,416
+2,923
132
$19.3M 0.18%
303,686
+169,370
133
$19.2M 0.18%
269,400
+1,667
134
$19.1M 0.18%
104,927
+13,218
135
$18.9M 0.18%
169,373
-53,120
136
$18.9M 0.18%
234,117
-126
137
$18.8M 0.17%
585,494
+28,862
138
$18.7M 0.17%
191,668
-23,688
139
$18.1M 0.17%
573,983
+48,396
140
$17.8M 0.17%
358,256
+22,170
141
$17.6M 0.16%
283,638
+32,620
142
$17.3M 0.16%
228,823
+7,591
143
$17.3M 0.16%
106,621
+67,287
144
$17M 0.16%
147,761
+1,498
145
$17M 0.16%
254,024
-3,931
146
$16.9M 0.16%
150,856
-56,479
147
$16.9M 0.16%
250,728
+35,616
148
$16.6M 0.16%
703,963
+54,141
149
$16.5M 0.15%
151,789
-6,790
150
$16.3M 0.15%
129,789
+6,385
4 5
6
7 8