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
451
$1.41M 0.01%
82,348
+55,535
452
$1.39M 0.01%
168,095
+18,095
453
$1.38M 0.01%
49,279
+857
454
$1.37M 0.01%
55,122
-6,582
455
$1.36M 0.01%
32,098
+32
456
$1.35M 0.01%
36,186
-11,505
457
$1.34M 0.01%
21,612
+1,482
458
$1.33M 0.01%
+12,868
459
$1.33M 0.01%
16,149
+902
460
$1.33M 0.01%
8,234
-540
461
$1.32M 0.01%
28,562
+2,067
462
$1.31M 0.01%
21,707
+537
463
$1.31M 0.01%
28,960
+16,603
464
$1.3M 0.01%
25,618
+700
465
$1.29M 0.01%
33,740
-1,510
466
$1.27M 0.01%
49,422
-3,302
467
$1.27M 0.01%
23,537
+13,193
468
$1.26M 0.01%
54,505
+39,544
469
$1.25M 0.01%
58,385
+1,983
470
$1.24M 0.01%
+70,033
471
$1.24M 0.01%
+80,956
472
$1.23M 0.01%
+139,295
473
$1.23M 0.01%
87,895
474
$1.22M 0.01%
33,242
+9,518
475
$1.21M 0.01%
28,283
-77
17 18
19
20 21