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
176
$10.8M 0.11%
207,606
+969
177
$10.7M 0.1%
167,874
-4,576
178
$10.6M 0.1%
+282,742
179
$10.4M 0.1%
126,701
+75,133
180
$10.1M 0.1%
187,292
-7,024
181
$9.92M 0.1%
138,852
-11,466
182
$9.82M 0.1%
523,672
-1,948
183
$9.58M 0.09%
63,107
-721
184
$9.57M 0.09%
82,701
+27,360
185
$9.54M 0.09%
103,873
+5,597
186
$9.53M 0.09%
466,290
-52,554
187
$9.5M 0.09%
88,177
-5,745
188
$9.46M 0.09%
72,012
+14,879
189
$9.42M 0.09%
78,989
+76,078
190
$9.38M 0.09%
184,882
+16,639
191
$9.28M 0.09%
105,338
-9,928
192
$9.27M 0.09%
75,942
+16,090
193
$9.19M 0.09%
98,970
-11,571
194
$9.13M 0.09%
109,643
-16,429
195
$9.11M 0.09%
224,088
-119,127
196
$9.09M 0.09%
73,566
+2,129
197
$9.05M 0.09%
136,572
+18,248
198
$9.03M 0.09%
333,766
+279,132
199
$8.85M 0.09%
67,378
+1,265
200
$8.8M 0.09%
210,351
-103,550
6 7
8
9 10