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
126
$35.2M 0.18%
1,757,259
+161,517
127
$35.1M 0.18%
286,158
+6,885
128
$34.6M 0.18%
717,012
+16,246
129
$34.4M 0.18%
247,634
+14,012
130
$34.3M 0.18%
427,385
+77,180
131
$34.2M 0.18%
809,828
+87,711
132
$34.1M 0.18%
248,534
-10,305
133
$33.6M 0.18%
539,406
+157,905
134
$33.4M 0.17%
1,027,971
+40,569
135
$33.1M 0.17%
312,506
+83,208
136
$32.8M 0.17%
829,214
-45,995
137
$31.7M 0.17%
525,148
+84,958
138
$31.5M 0.16%
443,650
-2,113
139
$31.4M 0.16%
292,361
+300
140
$31.2M 0.16%
225,587
-2,045
141
$31M 0.16%
669,330
-40,307
142
$30.8M 0.16%
191,629
+6,355
143
$30.6M 0.16%
1,013,605
-33,200
144
$30.2M 0.16%
491,024
-484
145
$30M 0.16%
339,373
-10,720
146
$29.6M 0.15%
593,048
+29,643
147
$29.6M 0.15%
185,181
+32,563
148
$29.4M 0.15%
113,308
-2,182
149
$29M 0.15%
337,061
+281
150
$28.9M 0.15%
150,355
+14,950
4 5
6
7 8