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
326
$2.59M 0.03%
64,062
+59,030
327
$2.58M 0.03%
47,284
-21,664
328
$2.55M 0.03%
32,225
+2,373
329
$2.55M 0.03%
22,271
-5,992
330
$2.52M 0.03%
69,164
-5,334
331
$2.5M 0.03%
17,953
+3,265
332
$2.5M 0.03%
145,930
-4,210
333
$2.47M 0.03%
+57,906
334
$2.46M 0.03%
+54,612
335
$2.45M 0.03%
31,341
-511
336
$2.44M 0.03%
150,130
-9,986
337
$2.44M 0.03%
56,723
+12,521
338
$2.43M 0.02%
105,663
+92,192
339
$2.42M 0.02%
+25,916
340
$2.38M 0.02%
105,256
-6,107
341
$2.38M 0.02%
111,026
+789
342
$2.36M 0.02%
23,059
-5,429
343
$2.34M 0.02%
28,139
+25,259
344
$2.31M 0.02%
50,438
-1,824
345
$2.3M 0.02%
60,511
-3,743
346
$2.27M 0.02%
48,860
+10,484
347
$2.25M 0.02%
17,517
-397
348
$2.23M 0.02%
28,266
+23,965
349
$2.22M 0.02%
42,700
-110
350
$2.21M 0.02%
65,760
+3,264
12 13
14
15 16