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
701
$480K ﹤0.01%
12,001
-23,755
702
$480K ﹤0.01%
4,098
+5
703
$478K ﹤0.01%
+13,760
704
$478K ﹤0.01%
13,675
+2,575
705
$477K ﹤0.01%
578,960
+101,120
706
$476K ﹤0.01%
11,813
+471
707
$474K ﹤0.01%
29,048
+7,660
708
$473K ﹤0.01%
+61,005
709
$473K ﹤0.01%
33,007
710
$471K ﹤0.01%
14,290
+2,257
711
$470K ﹤0.01%
9,688
-810
712
$470K ﹤0.01%
4,165
713
$470K ﹤0.01%
10,865
+6,516
714
$469K ﹤0.01%
67,312
-4,358
715
$469K ﹤0.01%
11,472
-2,563
716
$469K ﹤0.01%
9,688
+2,863
717
$468K ﹤0.01%
6,063
-8,848
718
$467K ﹤0.01%
34,008
+22,191
719
$467K ﹤0.01%
3,794
-102
720
$463K ﹤0.01%
14,499
+3,703
721
$462K ﹤0.01%
23,296
+2,329
722
$462K ﹤0.01%
15,961
+1,000
723
$457K ﹤0.01%
6,223
+367
724
$457K ﹤0.01%
9,684
+4,977
725
$456K ﹤0.01%
21,833
+6,440
27 28
29
30 31