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
26
$81.9M 0.84%
2,376,637
+231,772
27
$81M 0.83%
+2,081,760
28
$79.1M 0.81%
753,157
+163,482
29
$78.3M 0.8%
1,295,431
+49,674
30
$74.8M 0.77%
2,583,040
+47,236
31
$74.1M 0.76%
662,694
+70,828
32
$71.2M 0.73%
681,068
+73,804
33
$70.3M 0.72%
1,197,086
+1,141,885
34
$69.9M 0.72%
804,382
+21,201
35
$68M 0.7%
+1,403,401
36
$67.9M 0.7%
418,392
+31,312
37
$65.9M 0.68%
523,295
+7,435
38
$65M 0.67%
653,477
+188,884
39
$65M 0.67%
2,414,826
-2,495,726
40
$64.7M 0.66%
639,591
+40,051
41
$64.7M 0.66%
553,792
+15,190
42
$63M 0.65%
1,660,720
+1,184,760
43
$61.4M 0.63%
1,019,771
+1,443
44
$59.4M 0.61%
289,764
+34,771
45
$55.9M 0.57%
720,709
+79,292
46
$54.1M 0.56%
3,217,053
-302,667
47
$52.4M 0.54%
885,154
+121,286
48
$52.2M 0.54%
395,004
+46,454
49
$51.9M 0.53%
1,037,024
+24,182
50
$51.6M 0.53%
430,952
+10,001
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