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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.9M 0.19%
633,561
-21,219
127
$28.3M 0.19%
150,800
-304
128
$28.1M 0.19%
372,918
+168
129
$28M 0.18%
124,525
+42,224
130
$27.5M 0.18%
860,085
+22,944
131
$26.7M 0.18%
374,477
-49,555
132
$26.6M 0.18%
154,573
-515
133
$26.5M 0.17%
360,287
-10,134
134
$26.5M 0.17%
319,657
+9,663
135
$26.3M 0.17%
687,250
+43,522
136
$26M 0.17%
194,121
+3,027
137
$26M 0.17%
300,785
-11,884
138
$25.7M 0.17%
377,401
+26,937
139
$25.2M 0.17%
4,353,450
+1,572,750
140
$24.9M 0.16%
386,519
-171
141
$24.8M 0.16%
407,879
-3,694
142
$24.8M 0.16%
186,509
+7,770
143
$24.6M 0.16%
201,963
-2,400
144
$24.2M 0.16%
604,268
+379,114
145
$24.1M 0.16%
642,420
-14,349
146
$24.1M 0.16%
81
-1
147
$24M 0.16%
344,660
-40,365
148
$23.8M 0.16%
113,797
+1,286
149
$23.6M 0.16%
158,745
-6,643
150
$23M 0.15%
215,663
+7,916
4 5
6
7 8