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
501
$1.09M 0.01%
63,944
+58,004
502
$1.09M 0.01%
19,652
-2,795
503
$1.09M 0.01%
152,655
+15,944
504
$1.08M 0.01%
+57,540
505
$1.07M 0.01%
39,280
506
$1.07M 0.01%
23,596
+470
507
$1.05M 0.01%
18,478
+174
508
$1.05M 0.01%
14,970
509
$1.05M 0.01%
24,630
+5,133
510
$1.05M 0.01%
53,509
+10,009
511
$1.05M 0.01%
17,409
+2,422
512
$1.04M 0.01%
40,563
-82,736
513
$1.04M 0.01%
32,744
+25,014
514
$1.04M 0.01%
25,250
+3,513
515
$1.04M 0.01%
16,701
516
$1.03M 0.01%
40,565
+16,510
517
$1.02M 0.01%
132,933
-17,100
518
$1.02M 0.01%
+7,969
519
$1.02M 0.01%
5,192
+1,105
520
$1.01M 0.01%
24,268
+197
521
$1.01M 0.01%
27,798
-21
522
$1.01M 0.01%
26,290
-254
523
$1.01M 0.01%
25,887
-1,011
524
$1.01M 0.01%
20,588
-3,329
525
$1.01M 0.01%
196,750
+16,155
19 20
21
22 23