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
401
$1.73M 0.02%
40,446
+962
402
$1.72M 0.02%
35,868
-1,077
403
$1.71M 0.02%
40,637
-6,373
404
$1.71M 0.02%
37,172
+2,372
405
$1.71M 0.02%
1,932
-218
406
$1.71M 0.02%
119,681
-69,166
407
$1.7M 0.02%
56,748
+1,682
408
$1.7M 0.02%
50,755
+30,659
409
$1.68M 0.02%
32,316
-2,627
410
$1.67M 0.02%
+33,070
411
$1.65M 0.02%
39,418
+32,248
412
$1.65M 0.02%
150,887
413
$1.65M 0.02%
29,766
+1,631
414
$1.62M 0.02%
58,355
-55
415
$1.62M 0.02%
32,173
+3,247
416
$1.6M 0.02%
29,263
+5,717
417
$1.6M 0.02%
12,711
+564
418
$1.59M 0.02%
48,992
-21,700
419
$1.59M 0.02%
37,175
+3,016
420
$1.58M 0.02%
14,837
+12,068
421
$1.57M 0.02%
61,300
+27,300
422
$1.57M 0.02%
57,940
+7,074
423
$1.56M 0.02%
17,748
+827
424
$1.56M 0.02%
57,722
+13,887
425
$1.56M 0.02%
27,873
+285
15 16
17
18 19