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
351
$2.2M 0.02%
30,010
+24,155
352
$2.2M 0.02%
105,060
353
$2.19M 0.02%
13,722
+2,978
354
$2.19M 0.02%
19,057
+1,717
355
$2.19M 0.02%
45,868
+28,596
356
$2.16M 0.02%
+91,000
357
$2.15M 0.02%
25,054
+15,934
358
$2.14M 0.02%
25,391
+2,079
359
$2.13M 0.02%
71,166
+15,714
360
$2.12M 0.02%
29,939
+7,337
361
$2.11M 0.02%
244,158
+16,560
362
$2.11M 0.02%
48,705
+7,906
363
$2.11M 0.02%
36,455
-222
364
$2.06M 0.02%
31,858
+3,775
365
$2.05M 0.02%
20,730
+334
366
$2.02M 0.02%
60,541
+17,876
367
$2.01M 0.02%
19,597
+16,234
368
$2M 0.02%
79,026
+41,670
369
$1.99M 0.02%
27,400
+2,425
370
$1.98M 0.02%
42,066
+3,099
371
$1.98M 0.02%
54,047
-88,770
372
$1.98M 0.02%
45,154
+3,165
373
$1.97M 0.02%
13,582
+10,442
374
$1.96M 0.02%
46,310
-3,020
375
$1.94M 0.02%
197,166
+2,454
13 14
15
16 17