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
301
$2.97M 0.03%
39,278
+11,354
302
$2.96M 0.03%
+153,115
303
$2.95M 0.03%
188,111
-27,724
304
$2.93M 0.03%
81,844
+11,846
305
$2.9M 0.03%
60,892
-35,737
306
$2.89M 0.03%
72,868
+3,328
307
$2.87M 0.03%
80,960
+109
308
$2.86M 0.03%
57,364
+2,906
309
$2.85M 0.03%
35,790
+2,163
310
$2.85M 0.03%
276,268
-100,000
311
$2.81M 0.03%
52,366
+13,919
312
$2.8M 0.03%
291,590
+266,130
313
$2.79M 0.03%
+108,230
314
$2.79M 0.03%
22,960
-10,678
315
$2.77M 0.03%
178,318
+48,778
316
$2.76M 0.03%
66,288
+238
317
$2.75M 0.03%
40,627
-338
318
$2.72M 0.03%
104,000
319
$2.72M 0.03%
+29,328
320
$2.69M 0.03%
76,171
-13,121
321
$2.64M 0.03%
45,842
+5,907
322
$2.64M 0.03%
164,790
+7,935
323
$2.63M 0.03%
36,664
+17,676
324
$2.63M 0.03%
+38,006
325
$2.6M 0.03%
151,560
11 12
13
14 15