JPMPWA

J.P. 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
$9.75B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$117M
3
+$113M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$83.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$81M

Top Sells

1
+$67.1M
2
+$25.3M
3
+$16.8M
4
ETP
Energy Transfer Partners L.p.
ETP
+$16.6M
5
C icon
Citigroup
C
+$15.6M

Sector Composition

1 Technology 11.99%
2 Healthcare 10.85%
3 Financials 10.49%
4 Communication Services 8.63%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$381M 3.91%
1,870,685
+732,069
2
$340M 3.49%
12,921,400
-962,976
3
$276M 2.83%
2,635,930
+1,082,003
4
$232M 2.38%
2,548,318
+1,284,178
5
$199M 2.05%
1,066,783
+448,209
6
$184M 1.89%
1,623,041
+86,161
7
$153M 1.57%
1,023,828
+175,990
8
$147M 1.51%
1,308,275
+119,590
9
$124M 1.27%
1,380,088
+106,477
10
$121M 1.24%
1,550,092
+531,197
11
$120M 1.23%
2,311,543
+1,269
12
$119M 1.22%
2,189,070
+662,956
13
$118M 1.21%
1,486,708
+221,109
14
$115M 1.18%
2,073,575
+312,376
15
$106M 1.09%
1,059,597
+84,089
16
$104M 1.07%
1,332,985
+181,237
17
$103M 1.06%
1,853,411
-263,278
18
$102M 1.04%
1,541,212
+27,242
19
$98M 1.01%
2,120,213
+489,554
20
$95.5M 0.98%
929,439
+270,511
21
$86.7M 0.89%
886,333
+17,731
22
$86.7M 0.89%
886,887
+62,535
23
$84.8M 0.87%
2,770,411
+180,772
24
$84.5M 0.87%
702,130
+47,844
25
$82.4M 0.85%
1,372,108
+87,805
1
2 3 4 5