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
201
$8.2M 0.1%
+163,602
202
$8.19M 0.1%
72,891
+1,966
203
$8.14M 0.1%
106,813
-16,139
204
$7.79M 0.09%
227,196
+8,472
205
$7.7M 0.09%
275,026
206
$7.53M 0.09%
52,806
-279,148
207
$7.52M 0.09%
88,862
+1,481
208
$7.35M 0.09%
162,186
+10,044
209
$7.33M 0.09%
201,950
+8,652
210
$7.32M 0.09%
100,692
+320
211
$7.14M 0.09%
188,384
+132,978
212
$7.1M 0.08%
105,288
+3,665
213
$7.09M 0.08%
51,632
-205
214
$7.03M 0.08%
156,385
+66,513
215
$6.94M 0.08%
101,605
216
$6.93M 0.08%
379,020
-340
217
$6.88M 0.08%
267,092
-14,394
218
$6.88M 0.08%
123,490
+7,812
219
$6.8M 0.08%
20,045
+3,209
220
$6.77M 0.08%
154,904
+16,613
221
$6.7M 0.08%
181,388
-1,370
222
$6.68M 0.08%
79,286
+4,520
223
$6.63M 0.08%
231,596
224
$6.63M 0.08%
65,189
+2,666
225
$6.39M 0.08%
384,784
-407,932
7 8
9
10 11