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
276
$3.5M 0.04%
40,270
+36,446
277
$3.44M 0.04%
187,015
+126
278
$3.42M 0.04%
192,917
+166,294
279
$3.4M 0.03%
+168,069
280
$3.36M 0.03%
51,118
+19,166
281
$3.34M 0.03%
45,462
+39,265
282
$3.25M 0.03%
32,637
+3,867
283
$3.25M 0.03%
47,909
-408
284
$3.24M 0.03%
13,946
-2,194
285
$3.22M 0.03%
84,497
+2,971
286
$3.22M 0.03%
42,730
+7,583
287
$3.21M 0.03%
39,462
-1,618
288
$3.21M 0.03%
99,662
-12,768
289
$3.18M 0.03%
34,235
+76
290
$3.17M 0.03%
172,159
+144,381
291
$3.16M 0.03%
86,144
+71,213
292
$3.15M 0.03%
32,667
+506
293
$3.14M 0.03%
45,030
-1,150
294
$3.12M 0.03%
45,447
-2,956
295
$3.08M 0.03%
5,679
+265
296
$3.07M 0.03%
33,163
-1,447
297
$3.06M 0.03%
+164,375
298
$3.02M 0.03%
131,589
-75,755
299
$3.02M 0.03%
16,000
+66
300
$3.01M 0.03%
37,062
+8,838
10 11
12
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