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
201
$8.65M 0.08%
6,928
+1,566
202
$8.57M 0.08%
75,907
+3,221
203
$8.54M 0.08%
134,316
+99,954
204
$8.4M 0.08%
129,209
-350
205
$8.32M 0.08%
66,927
+15,901
206
$8.24M 0.08%
189,029
-82,348
207
$8.19M 0.08%
137,043
+60,431
208
$8.07M 0.08%
117,317
-706
209
$8.05M 0.08%
444,410
-525
210
$7.96M 0.08%
142,673
+22,175
211
$7.96M 0.08%
218,094
+85,806
212
$7.91M 0.08%
265,008
-17,481
213
$7.88M 0.08%
392,620
-66,563
214
$7.84M 0.08%
93,309
+24,928
215
$7.74M 0.08%
79,566
-9,732
216
$7.7M 0.07%
56,416
-28,179
217
$7.58M 0.07%
264,503
+224,428
218
$7.56M 0.07%
54,971
-5,182
219
$7.52M 0.07%
121,255
+113,865
220
$7.51M 0.07%
206,046
+41,257
221
$7.47M 0.07%
87,132
+6,963
222
$7.47M 0.07%
211,856
+9,027
223
$7.4M 0.07%
499,139
+462,855
224
$7.3M 0.07%
154,240
+122,870
225
$7.14M 0.07%
66,668
+4,531
7 8
9
10 11