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
426
$1.56M 0.02%
38,230
+132
427
$1.56M 0.02%
+11,246
428
$1.54M 0.02%
55,946
+30,250
429
$1.53M 0.02%
92,275
-87,955
430
$1.52M 0.02%
14,024
+235
431
$1.52M 0.02%
7,428
-20,700
432
$1.52M 0.02%
47,087
+7,488
433
$1.51M 0.02%
44,435
+3,817
434
$1.51M 0.02%
26,674
-7,530
435
$1.5M 0.02%
18,489
+836
436
$1.5M 0.02%
33,614
+25,838
437
$1.5M 0.02%
10,224
+998
438
$1.49M 0.02%
7,807
+1,842
439
$1.49M 0.02%
30,084
+576
440
$1.49M 0.02%
9,484
+735
441
$1.48M 0.02%
+48,202
442
$1.47M 0.02%
33,036
+4,374
443
$1.45M 0.01%
81,035
+11,199
444
$1.43M 0.01%
26,658
-50,200
445
$1.43M 0.01%
27,904
+4,887
446
$1.42M 0.01%
14,444
-733
447
$1.42M 0.01%
22,533
-337
448
$1.42M 0.01%
26,494
+4,269
449
$1.42M 0.01%
1,071
+50
450
$1.41M 0.01%
77,184
+2,188
16 17
18
19 20