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
376
$1.93M 0.02%
41,249
-472
377
$1.92M 0.02%
13,989
+778
378
$1.92M 0.02%
91,163
+18,076
379
$1.91M 0.02%
31,986
+754
380
$1.91M 0.02%
+114,079
381
$1.91M 0.02%
56,074
+17,509
382
$1.9M 0.02%
21,535
+11,937
383
$1.9M 0.02%
24,240
+4,234
384
$1.88M 0.02%
21,722
+7,528
385
$1.88M 0.02%
17,372
+3,036
386
$1.87M 0.02%
145,282
+72,641
387
$1.87M 0.02%
24,603
-546
388
$1.87M 0.02%
31,002
-100
389
$1.85M 0.02%
110,715
390
$1.84M 0.02%
+18,241
391
$1.83M 0.02%
27,243
+23,421
392
$1.83M 0.02%
114,349
+13,854
393
$1.82M 0.02%
40,178
+12,326
394
$1.81M 0.02%
116,118
+89,805
395
$1.8M 0.02%
38,342
-8,252
396
$1.8M 0.02%
9,488
-13
397
$1.79M 0.02%
32,531
398
$1.77M 0.02%
50,233
+7,814
399
$1.75M 0.02%
41,739
+1,432
400
$1.73M 0.02%
58,401
+509
14 15
16
17 18