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
551
$866K 0.01%
10,075
+1,127
552
$865K 0.01%
19,018
+1,605
553
$863K 0.01%
+13,640
554
$861K 0.01%
9,159
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555
$860K 0.01%
27,930
-10,558
556
$854K 0.01%
19,197
-12,554
557
$852K 0.01%
4,591
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558
$848K 0.01%
34,327
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559
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56,304
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560
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562
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30,300
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563
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7,456
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564
$826K 0.01%
15,406
-5,665
565
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66,051
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566
$819K 0.01%
28,395
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567
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9,136
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569
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8,996
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570
$812K 0.01%
115,358
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571
$812K 0.01%
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572
$810K 0.01%
5,401
573
$810K 0.01%
31,785
+14,185
574
$805K 0.01%
+30,200
575
$805K 0.01%
20,444
-1,570
21 22
23
24 25