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
676
$526K 0.01%
2,875
+36
677
$526K 0.01%
27,146
+8,563
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$525K 0.01%
15,786
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679
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18,168
-28,147
680
$518K 0.01%
7,689
-2,045
681
$517K 0.01%
5,967
+1,132
682
$517K 0.01%
10,306
+90
683
$516K 0.01%
16,254
+124
684
$516K 0.01%
486,700
+350,450
685
$516K 0.01%
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686
$513K 0.01%
4,243
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687
$510K 0.01%
18,934
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688
$506K 0.01%
15,563
-7,570
689
$500K 0.01%
29,068
+687
690
$496K 0.01%
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691
$495K 0.01%
11,457
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$492K 0.01%
4,932
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693
$490K 0.01%
19,032
+1,110
694
$489K 0.01%
10,510
695
$487K 0.01%
14,899
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696
$486K 0.01%
5,480
-256
697
$486K 0.01%
+20,000
698
$485K 0.01%
21,030
699
$485K 0.01%
38,060
-10,150
700
$481K ﹤0.01%
+10,790
26 27
28
29 30