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
626
$631K 0.01%
3,883
+563
627
$631K 0.01%
38,541
628
$629K 0.01%
51,708
629
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630
$606K 0.01%
8,980
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631
$605K 0.01%
32,600
632
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6,201
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633
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73,524
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634
$596K 0.01%
65,003
635
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+12,307
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15,616
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641
$587K 0.01%
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21,525
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$573K 0.01%
7,120
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647
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+13,282
648
$572K 0.01%
+43,848
649
$572K 0.01%
13,350
+8,700
650
$571K 0.01%
5,400
24 25
26
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