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
$15.2B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$40.4M
3
+$35.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$34M
5
BAC icon
Bank of America
BAC
+$33.4M

Top Sells

1
+$65.9M
2
+$37.8M
3
+$17M
4
WMT icon
Walmart
WMT
+$12.2M
5
PSEC icon
Prospect Capital
PSEC
+$9.94M

Sector Composition

1 Technology 12.2%
2 Financials 10.8%
3 Healthcare 9.71%
4 Industrials 6.57%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.9M 0.15%
249,587
-4,102
152
$22.9M 0.15%
446,372
+4,031
153
$22M 0.14%
388,005
-2,772
154
$21.9M 0.14%
912,756
-12,444
155
$21.6M 0.14%
545,246
+17,703
156
$21.1M 0.14%
633,724
+16,645
157
$21M 0.14%
239,544
+123,087
158
$20.5M 0.14%
437,367
-11,662
159
$20.3M 0.13%
130,368
-791
160
$19.7M 0.13%
475,048
-62,987
161
$19.5M 0.13%
115,787
-5,851
162
$19.5M 0.13%
354,494
+178,721
163
$19.4M 0.13%
77,834
+5,341
164
$19.2M 0.13%
1,064,043
-360,073
165
$18.5M 0.12%
420,948
+177,854
166
$18.3M 0.12%
135,737
-6,963
167
$18.3M 0.12%
599,931
+25,944
168
$18.1M 0.12%
114,756
+23,896
169
$17.9M 0.12%
110,992
+9,140
170
$17.8M 0.12%
169,804
-1,499
171
$17.7M 0.12%
961,680
-87,010
172
$17.4M 0.11%
147,678
+271
173
$17.4M 0.11%
146,130
+13,718
174
$17.4M 0.11%
114,755
-307
175
$17.1M 0.11%
321,655
+4,038
5 6
7
8 9