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
251
$4.21M 0.04%
+54,145
252
$4.2M 0.04%
900,118
-599,938
253
$4.19M 0.04%
184,270
+16,257
254
$4.15M 0.04%
64,219
+17,891
255
$4.11M 0.04%
176,571
+103,227
256
$4.02M 0.04%
49,334
+19,035
257
$3.99M 0.04%
44,724
+21,445
258
$3.99M 0.04%
136,512
+108,565
259
$3.99M 0.04%
117,452
+93,392
260
$3.95M 0.04%
31,736
+9,904
261
$3.94M 0.04%
117,516
-88,995
262
$3.9M 0.04%
4,641
-537
263
$3.86M 0.04%
42,601
-2,022
264
$3.85M 0.04%
64,537
+639
265
$3.83M 0.04%
107,043
266
$3.78M 0.04%
36,364
+7,912
267
$3.77M 0.04%
143,545
-1,561
268
$3.76M 0.04%
83,299
+11,316
269
$3.66M 0.04%
79,892
+19,457
270
$3.65M 0.04%
78,265
+37,924
271
$3.65M 0.04%
47,806
-13,822
272
$3.53M 0.04%
69,745
+63,613
273
$3.53M 0.04%
33,242
-229
274
$3.52M 0.04%
+37,906
275
$3.51M 0.04%
90,030
+20,508
9 10
11
12 13