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
476
$1.21M 0.01%
23,994
+575
477
$1.21M 0.01%
33,641
478
$1.21M 0.01%
5,360
+1,221
479
$1.18M 0.01%
19,053
+4,312
480
$1.17M 0.01%
35,072
-7,921
481
$1.17M 0.01%
22,079
+1,670
482
$1.17M 0.01%
30,317
+22,778
483
$1.17M 0.01%
154,021
+102,930
484
$1.17M 0.01%
11,006
+102
485
$1.17M 0.01%
20,053
+2,067
486
$1.16M 0.01%
39,033
+6,299
487
$1.15M 0.01%
55,619
+4,071
488
$1.15M 0.01%
20,587
+35
489
$1.15M 0.01%
18,019
+80
490
$1.14M 0.01%
17,705
+2,027
491
$1.13M 0.01%
+70,225
492
$1.13M 0.01%
23,954
+1,530
493
$1.13M 0.01%
9,431
+742
494
$1.12M 0.01%
46,948
+19,111
495
$1.11M 0.01%
31,140
496
$1.11M 0.01%
41,348
+684
497
$1.1M 0.01%
44,821
-50,947
498
$1.09M 0.01%
8,231
-240
499
$1.09M 0.01%
15,937
-1,848
500
$1.09M 0.01%
91,880
-92,132
18 19
20
21 22