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
$8.37B
AUM Growth
+$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,182
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26M
3
+$25.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24M
5
F icon
Ford
F
+$23.4M

Top Sells

1
+$39.8M
2
+$25.2M
3
+$20.4M
4
AAL icon
American Airlines Group
AAL
+$19.8M
5
DD
Du Pont De Nemours E I
DD
+$15.7M

Sector Composition

1 Technology 12.68%
2 Financials 11.56%
3 Healthcare 10.55%
4 Industrials 9.19%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.4M 0.15%
381,292
-2,696
152
$12.4M 0.15%
132,430
-111,363
153
$12.4M 0.15%
432,906
-4,869
154
$12.3M 0.15%
115,797
+1,995
155
$12.1M 0.14%
312,572
-3,284
156
$12M 0.14%
210,294
-7,192
157
$11.8M 0.14%
149,191
+9,115
158
$11.8M 0.14%
155,034
+140,888
159
$11.7M 0.14%
112,120
-16,028
160
$11.6M 0.14%
130,797
-8,808
161
$11.6M 0.14%
186,000
+3,810
162
$11.6M 0.14%
373,179
+16,194
163
$11.5M 0.14%
199,405
-991
164
$11.3M 0.14%
221,134
+12,755
165
$11.3M 0.14%
1,428,860
+185,970
166
$11.3M 0.14%
188,577
+3,644
167
$11.3M 0.13%
245,018
+129,230
168
$11.2M 0.13%
494,892
+17,275
169
$11.2M 0.13%
377,194
-1,283
170
$10.9M 0.13%
321,431
-97
171
$10.9M 0.13%
151,952
-1,366
172
$10.9M 0.13%
438,862
-135,303
173
$10.8M 0.13%
147,009
+15,840
174
$10.7M 0.13%
264,093
+8,409
175
$10.7M 0.13%
93,363
-18,785
5 6
7
8 9