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
201
$19.1M 0.1%
302,886
+16,308
202
$19M 0.1%
173,972
+13,488
203
$18.7M 0.1%
1,215,334
-184,030
204
$18.5M 0.1%
225,681
+10,629
205
$18.2M 0.09%
113,269
-446
206
$17.8M 0.09%
186,928
+40,679
207
$17.4M 0.09%
145,004
-6,511
208
$17.4M 0.09%
221,102
-9,006
209
$17.3M 0.09%
151,686
+83,633
210
$17.2M 0.09%
467,140
+39,456
211
$16.9M 0.09%
168,349
-3,949
212
$16.8M 0.09%
324,429
+25,071
213
$16.8M 0.09%
91,865
-9,139
214
$16.8M 0.09%
164,399
-1,322
215
$16.7M 0.09%
91,974
+3,818
216
$16.6M 0.09%
164,471
+12,804
217
$16.5M 0.09%
99,790
+31,876
218
$16.4M 0.09%
915,660
+30,310
219
$16.1M 0.08%
269,646
+21,984
220
$16.1M 0.08%
180,834
-120
221
$15.9M 0.08%
175,401
+15,647
222
$15.8M 0.08%
78,960
-23,392
223
$15.8M 0.08%
346,144
+297,679
224
$15.4M 0.08%
250,781
+456
225
$15.4M 0.08%
215,946
-11,404
7 8
9
10 11