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
$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
226
$5.78M 0.06%
176,827
-6,414
227
$5.74M 0.06%
151,612
+15,506
228
$5.64M 0.06%
52,117
+1,723
229
$5.59M 0.06%
1,148,624
+1,051,696
230
$5.3M 0.05%
82,025
-8,055
231
$5.25M 0.05%
136,044
+126,284
232
$5.24M 0.05%
30,091
+3,893
233
$5.17M 0.05%
319,039
+12,431
234
$4.95M 0.05%
56,635
-21,199
235
$4.94M 0.05%
136,442
+22,530
236
$4.92M 0.05%
233,820
-103,732
237
$4.78M 0.05%
166,482
+1,065
238
$4.76M 0.05%
3,731
+530
239
$4.74M 0.05%
+59,400
240
$4.68M 0.05%
114,237
-5,383
241
$4.68M 0.05%
23,734
+4,583
242
$4.65M 0.05%
93,162
+80,533
243
$4.59M 0.05%
63,120
+638
244
$4.59M 0.05%
145,116
+12,102
245
$4.54M 0.05%
71,119
246
$4.48M 0.05%
92,181
+40,153
247
$4.42M 0.05%
64,507
+865
248
$4.35M 0.04%
22
+2
249
$4.28M 0.04%
83,595
-6,965
250
$4.23M 0.04%
164,653
-90,116
8 9
10
11 12