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
151
$28.5M 0.15%
6,349,280
+1,536,400
152
$28.5M 0.15%
332,336
+5,327
153
$27.8M 0.15%
182,182
-3,349
154
$27.7M 0.14%
92
-17
155
$27.6M 0.14%
425,026
+1,805
156
$27.4M 0.14%
191,464
-9,040
157
$27M 0.14%
299,993
-95,726
158
$27M 0.14%
368,949
-62,362
159
$26.9M 0.14%
1,022,993
+58,285
160
$26.8M 0.14%
337,450
+4,767
161
$26.8M 0.14%
257,771
-9,519
162
$26.3M 0.14%
279,038
-147,527
163
$26M 0.14%
454,234
-18,606
164
$25.9M 0.14%
60,605
-1,788
165
$25.4M 0.13%
362,242
+66,658
166
$25.3M 0.13%
382,216
+34,394
167
$24.7M 0.13%
460,710
-134,918
168
$24.6M 0.13%
608,280
+209,796
169
$24.4M 0.13%
269,264
+58,165
170
$24.2M 0.13%
388,268
+37,626
171
$24.1M 0.13%
184,970
+7,804
172
$23.9M 0.12%
436,648
+5,260
173
$23M 0.12%
480,489
+47,503
174
$23M 0.12%
205,678
-56,560
175
$22.8M 0.12%
440,361
-11,975
5 6
7
8 9