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
176
$22.7M 0.12%
176,136
+7,327
177
$22.6M 0.12%
123,992
+18,587
178
$22.5M 0.12%
300,498
+82,496
179
$22.4M 0.12%
524,299
+86,744
180
$22.3M 0.12%
143,267
-4,966
181
$22.2M 0.12%
129,032
-5,562
182
$21.7M 0.11%
377,584
-31,999
183
$21.5M 0.11%
88,301
+343
184
$21.3M 0.11%
400,360
-5,921
185
$21.3M 0.11%
538,436
-4,908
186
$21.1M 0.11%
537,046
+17,862
187
$20.9M 0.11%
186,917
+3,373
188
$20.7M 0.11%
152,489
+21,181
189
$20.4M 0.11%
113,728
+1,889
190
$20.2M 0.11%
96,276
+10,899
191
$20.1M 0.1%
293,441
-22,815
192
$20M 0.1%
161,056
-991
193
$19.8M 0.1%
610,483
+23,852
194
$19.7M 0.1%
99,771
+5,761
195
$19.6M 0.1%
350,173
+117,934
196
$19.6M 0.1%
286,421
+36,348
197
$19.6M 0.1%
97,606
+10,783
198
$19.3M 0.1%
443,005
+119,942
199
$19.3M 0.1%
423,831
+470
200
$19.2M 0.1%
116,948
+13,019
6 7
8
9 10