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
51
$51.2M 0.53%
1,887,003
+166,480
52
$50.2M 0.52%
+445,134
53
$50.1M 0.51%
835,230
+10,626
54
$48.3M 0.5%
190,228
+11,272
55
$47.4M 0.49%
3,362,337
-99,186
56
$47.2M 0.48%
357,559
+30,261
57
$46.8M 0.48%
1,800,173
+471,024
58
$44.3M 0.45%
1,460,108
-42,039
59
$44M 0.45%
630,528
+9,411
60
$43.7M 0.45%
+601,432
61
$43.5M 0.45%
301,032
+36,186
62
$43.2M 0.44%
328,026
-3,760
63
$43M 0.44%
1,480,376
-36,802
64
$42.9M 0.44%
556,955
+135,644
65
$42.8M 0.44%
1,576,313
+1,185,091
66
$41M 0.42%
931,668
+3,762
67
$41M 0.42%
699,593
+85,941
68
$40.8M 0.42%
816,681
+38,097
69
$40.8M 0.42%
252,660
+5,413
70
$40.2M 0.41%
1,442,230
+196,635
71
$39.8M 0.41%
285,832
+24,642
72
$39.6M 0.41%
470,281
+70,109
73
$39.5M 0.41%
1,081,343
+420,665
74
$38.9M 0.4%
505,801
+42,612
75
$38.6M 0.4%
860,177
+56,772
1 2
3
4 5