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
176
$12.2M 0.11%
93,936
+20,370
177
$11.8M 0.11%
105,245
-1,853
178
$11.6M 0.11%
186,390
+548
179
$11.6M 0.11%
265,928
+68
180
$11.4M 0.11%
68,600
+6,025
181
$11.4M 0.11%
91,125
+19,113
182
$11.4M 0.11%
111,458
-18,996
183
$11.3M 0.11%
157,223
+18,371
184
$11.3M 0.11%
169,536
+1,662
185
$11.2M 0.1%
266,536
-6,549
186
$11.1M 0.1%
210,092
-145,832
187
$11M 0.1%
94,606
+18,699
188
$11M 0.1%
283,158
+416
189
$10.9M 0.1%
248,878
-9,164
190
$10.8M 0.1%
168,189
-10,490
191
$10.6M 0.1%
86,377
+3,676
192
$10.3M 0.1%
58,989
-4,118
193
$10.2M 0.1%
155,585
+18,542
194
$9.98M 0.09%
6,780
-148
195
$9.84M 0.09%
321,610
+139,454
196
$9.79M 0.09%
84,772
+8,830
197
$9.75M 0.09%
102,699
+3,729
198
$9.72M 0.09%
237,354
+19,260
199
$9.64M 0.09%
72,645
+5,718
200
$9.39M 0.09%
92,221
-13,117
6 7
8
9 10