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
576
$803K 0.01%
10,370
+467
577
$802K 0.01%
+23,177
578
$801K 0.01%
65,200
579
$799K 0.01%
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580
$799K 0.01%
28,958
+7,983
581
$799K 0.01%
15,828
-3,891
582
$798K 0.01%
153,380
+1,540
583
$797K 0.01%
17,307
+7,849
584
$794K 0.01%
18,269
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585
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22,736
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586
$786K 0.01%
9,951
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587
$785K 0.01%
31,213
-92,737
588
$782K 0.01%
+12,485
589
$776K 0.01%
48,453
590
$775K 0.01%
25,046
591
$774K 0.01%
23,258
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592
$771K 0.01%
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593
$763K 0.01%
26,714
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594
$762K 0.01%
112,516
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595
$756K 0.01%
21,622
+2,134
596
$745K 0.01%
16,975
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597
$745K 0.01%
44,085
+15,090
598
$741K 0.01%
12,930
+1,712
599
$740K 0.01%
62,800
+31,400
600
$736K 0.01%
+8,583
22 23
24
25 26