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
$10.3B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$53.3M
3
+$52.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.1M

Top Sells

1
+$278M
2
+$211M
3
+$165M
4
OEF icon
iShares S&P 100 ETF
OEF
+$122M
5
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
+$64.8M

Sector Composition

1 Healthcare 12.08%
2 Technology 11.68%
3 Financials 10.18%
4 Industrials 8.3%
5 Consumer Staples 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.9M 0.14%
408,078
-18,083
152
$13.7M 0.13%
1,749,236
+164,839
153
$13.5M 0.13%
130,454
-3,932
154
$13.3M 0.13%
649,822
+484,477
155
$13.3M 0.13%
525,587
+109,450
156
$13.2M 0.13%
422,817
+16,566
157
$13.1M 0.13%
429,849
+58,389
158
$12.9M 0.13%
1,243,489
+1,101,873
159
$12.7M 0.12%
198,406
-118
160
$12.5M 0.12%
193,645
-7,259
161
$12.3M 0.12%
214,854
+126,005
162
$12.3M 0.12%
292,930
-7,995
163
$12.2M 0.12%
174,350
-11,172
164
$12M 0.12%
34,954
+2,348
165
$11.7M 0.11%
258,042
-69,370
166
$11.7M 0.11%
273,085
-1,070,912
167
$11.7M 0.11%
107,098
+93,372
168
$11.7M 0.11%
62,575
+25,599
169
$11.6M 0.11%
169,909
+25,318
170
$11.5M 0.11%
1,364,680
+224,440
171
$11.4M 0.11%
+169,998
172
$11.2M 0.11%
265,860
+3,336
173
$10.9M 0.11%
75,700
174
$10.9M 0.11%
178,679
-22,403
175
$10.9M 0.11%
185,842
+3,456
5 6
7
8 9