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
176
$17.1M 0.11%
141,496
+85,439
177
$16.8M 0.11%
133,897
+28,845
178
$16.7M 0.11%
86,761
+4,512
179
$16.5M 0.11%
91,234
+4,825
180
$16.4M 0.11%
147,200
-9,081
181
$16.4M 0.11%
149,170
+31,806
182
$15.9M 0.11%
60,860
-6,000
183
$15.9M 0.1%
151,636
+997
184
$15.6M 0.1%
183,432
+50
185
$15.4M 0.1%
142,429
+15,705
186
$15.3M 0.1%
179,840
+2,720
187
$15.3M 0.1%
74,336
+29,288
188
$15.2M 0.1%
282,228
+5,972
189
$15M 0.1%
365,975
+206,108
190
$14.9M 0.1%
186,438
+2,492
191
$14.8M 0.1%
3,049,240
+775,440
192
$14.6M 0.1%
251,632
-5,455
193
$14.2M 0.09%
192,892
+13,237
194
$14.1M 0.09%
141,927
+1,293
195
$13.9M 0.09%
118,743
+2,135
196
$13.9M 0.09%
139,088
-6,962
197
$13.8M 0.09%
256,862
+42,277
198
$13.7M 0.09%
43,142
-3,717
199
$13.7M 0.09%
282,080
+910
200
$13.7M 0.09%
360,284
-67,770
6 7
8
9 10