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
201
$13.7M 0.09%
143,784
-3,728
202
$13.6M 0.09%
80,447
+1,578
203
$13.4M 0.09%
86,784
+10,659
204
$13.3M 0.09%
172,742
+9,503
205
$13.3M 0.09%
642,635
-32,657
206
$13.3M 0.09%
81,113
-36,845
207
$13.1M 0.09%
128,396
+22,241
208
$13.1M 0.09%
204,694
+16,450
209
$12.8M 0.08%
109,771
+4,477
210
$12.6M 0.08%
294,272
+32,711
211
$12.5M 0.08%
222,816
-2,697
212
$12.5M 0.08%
211,228
+27,822
213
$12.3M 0.08%
108,073
-743
214
$12.3M 0.08%
203,769
+19,355
215
$12.3M 0.08%
1,031,661
-52,549
216
$12.2M 0.08%
82,620
+17,069
217
$12.1M 0.08%
342,799
-11,324
218
$11.9M 0.08%
69,077
+2,980
219
$11.8M 0.08%
113,080
+10,400
220
$11.6M 0.08%
108,289
+1,489
221
$11.6M 0.08%
159,552
-25,525
222
$11.6M 0.08%
166,640
+12,385
223
$11.4M 0.07%
172,134
+32,154
224
$11.3M 0.07%
149,319
+6,781
225
$11.3M 0.07%
72,378
-1,392
7 8
9
10 11