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
201
$9.27M 0.09%
203,930
+87,300
202
$9.2M 0.09%
187,789
+2,907
203
$9.02M 0.08%
132,723
-3,849
204
$8.95M 0.08%
129,209
205
$8.64M 0.08%
89,361
+15,544
206
$8.52M 0.08%
117,342
+25
207
$8.52M 0.08%
96,580
-7,293
208
$8.48M 0.08%
315,566
+150,518
209
$8.43M 0.08%
+197,881
210
$8.33M 0.08%
191,543
+2,514
211
$8.31M 0.08%
443,895
-515
212
$8.26M 0.08%
249,841
-14,662
213
$8.24M 0.08%
78,696
-870
214
$8.08M 0.08%
76,357
+12,541
215
$8M 0.07%
73,185
-14,992
216
$7.94M 0.07%
94,006
+7,885
217
$7.81M 0.07%
131,430
+10,175
218
$7.79M 0.07%
193,604
+25,646
219
$7.75M 0.07%
196,797
-9,249
220
$7.73M 0.07%
403,483
+69,984
221
$7.72M 0.07%
254,715
-10,293
222
$7.7M 0.07%
214,118
+37,226
223
$7.66M 0.07%
110,039
-6,725
224
$7.64M 0.07%
1,255,326
+101,338
225
$7.56M 0.07%
54,389
-12,989
7 8
9
10 11