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
726
$455K ﹤0.01%
59,883
+10,712
727
$454K ﹤0.01%
9,360
+1,140
728
$451K ﹤0.01%
8,361
+147
729
$451K ﹤0.01%
42,232
-10,075
730
$448K ﹤0.01%
+10,328
731
$447K ﹤0.01%
5,990
+71
732
$442K ﹤0.01%
18,440
+1,680
733
$442K ﹤0.01%
+8,772
734
$439K ﹤0.01%
11,367
+141
735
$439K ﹤0.01%
10,372
+3,769
736
$437K ﹤0.01%
11,200
737
$437K ﹤0.01%
15,851
-6
738
$437K ﹤0.01%
14,814
-3,398
739
$435K ﹤0.01%
14,004
+4,929
740
$431K ﹤0.01%
9,500
741
$430K ﹤0.01%
8,743
+119
742
$425K ﹤0.01%
27,750
+16,400
743
$422K ﹤0.01%
9,781
+1,128
744
$420K ﹤0.01%
8,100
745
$417K ﹤0.01%
11,117
+6,212
746
$416K ﹤0.01%
3,476
+788
747
$415K ﹤0.01%
13,845
-995
748
$413K ﹤0.01%
5,128
+2,526
749
$413K ﹤0.01%
5,813
+1,317
750
$412K ﹤0.01%
3,530
28 29
30
31 32