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
176
$10.6M 0.13%
231,991
+116,050
177
$10.6M 0.13%
79,646
+1,183
178
$10.6M 0.13%
447,467
-53,239
179
$10.3M 0.12%
342,320
+8,457
180
$10.3M 0.12%
223,825
+10,354
181
$10.2M 0.12%
58,738
+5,147
182
$10.2M 0.12%
120,374
+149
183
$10.2M 0.12%
255,074
+7,546
184
$10.1M 0.12%
128,313
+1,960
185
$9.91M 0.12%
167,883
+7,701
186
$9.86M 0.12%
105,191
-3,417
187
$9.85M 0.12%
114,263
-130,462
188
$9.71M 0.12%
27,166
+445
189
$9.34M 0.11%
476,464
+5,264
190
$9.32M 0.11%
114,254
+16,167
191
$9.11M 0.11%
90,042
-1,641
192
$8.89M 0.11%
409,530
+96,681
193
$8.85M 0.11%
230,763
-127,071
194
$8.79M 0.11%
83,146
+1,165
195
$8.71M 0.1%
217,550
-2,507
196
$8.56M 0.1%
187,593
+45,625
197
$8.52M 0.1%
67,970
+315
198
$8.39M 0.1%
88,105
+3,766
199
$8.34M 0.1%
287,412
+22,010
200
$8.21M 0.1%
132,919
+4,247
6 7
8
9 10