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
1501
– –
-21,012
1502
– –
-8,498
1503
– –
-5,161
1504
– –
-25,862
1505
– –
-25,325
1506
– –
-5,168
1507
– –
-6,057
1508
– –
-22,966
1509
– –
-7,359
1510
– –
-9,266
1511
– –
-15,018
1512
– –
-37,500
1513
– –
-4,040
1514
– –
-3,653
1515
– –
-8,061
1516
– –
-28,510
1517
– –
-8,940
1518
– –
-18,200
1519
– –
-2,805
1520
– –
-18,632
1521
– –
-15,329
1522
– –
-10,970
1523
– –
-6,901
1524
– –
-3,259
1525
– –
-29,394
59 60
61
62 63