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
526
$992K 0.01%
118,242
+4,647
527
$991K 0.01%
63,000
528
$991K 0.01%
34,048
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529
$990K 0.01%
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530
$979K 0.01%
27,440
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531
$977K 0.01%
4,078
532
$976K 0.01%
10,439
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533
$969K 0.01%
16,371
+507
534
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94,164
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535
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+43,196
536
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17,929
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537
$956K 0.01%
62,316
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538
$956K 0.01%
60,270
+7,500
539
$950K 0.01%
24,783
-45,698
540
$938K 0.01%
9,266
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541
$936K 0.01%
54,025
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542
$936K 0.01%
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543
$917K 0.01%
39,625
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544
$915K 0.01%
21,857
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545
$904K 0.01%
43,031
-47,331
546
$899K 0.01%
30,768
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547
$877K 0.01%
19,846
+908
548
$873K 0.01%
9,457
-7,977
549
$871K 0.01%
44,721
-2,085
550
$868K 0.01%
7,624
-100
20 21
22
23 24