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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,326
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.6M
3
+$20.8M
4
C icon
Citigroup
C
+$20.8M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.7M

Top Sells

1
+$60.5M
2
+$22M
3
+$21.2M
4
WFC icon
Wells Fargo
WFC
+$19.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Sector Composition

1 Technology 12.5%
2 Healthcare 11.96%
3 Financials 10.55%
4 Industrials 7.85%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.7M 0.15%
194,830
+85,187
152
$15.6M 0.15%
414,546
-8,271
153
$15.4M 0.14%
643
+276
154
$15.3M 0.14%
1,890,437
+141,201
155
$15.1M 0.14%
234,379
+19,525
156
$14.8M 0.14%
403,150
-4,928
157
$14.5M 0.14%
178,222
+51,521
158
$14.4M 0.13%
215,449
+21,804
159
$14.2M 0.13%
173,464
-886
160
$14.1M 0.13%
+513,523
161
$14.1M 0.13%
377,068
-14,182
162
$14M 0.13%
439,695
+9,846
163
$14M 0.13%
144,645
+57,513
164
$13.8M 0.13%
38,193
+3,239
165
$13.7M 0.13%
200,534
+2,128
166
$13.7M 0.13%
435,573
+211,522
167
$13.6M 0.13%
1,234,410
-9,079
168
$13.5M 0.13%
250,375
+10,365
169
$13.4M 0.12%
282,881
-12,529
170
$13.4M 0.12%
292,403
-527
171
$13.2M 0.12%
181,846
-5,446
172
$13M 0.12%
488,700
+22,410
173
$12.9M 0.12%
1,359,540
-5,140
174
$12.7M 0.12%
521,664
-2,008
175
$12.4M 0.12%
166,539
-3,459
5 6
7
8 9