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
751
$411K ﹤0.01%
11,411
+5,090
752
$411K ﹤0.01%
+9,302
753
$410K ﹤0.01%
15,366
+914
754
$409K ﹤0.01%
12,492
+3,340
755
$408K ﹤0.01%
7,483
+578
756
$405K ﹤0.01%
9,531
757
$404K ﹤0.01%
11,240
+235
758
$403K ﹤0.01%
11,880
759
$403K ﹤0.01%
+10,000
760
$402K ﹤0.01%
8,068
761
$402K ﹤0.01%
7,201
-2,541
762
$402K ﹤0.01%
488
-53
763
$402K ﹤0.01%
+8,476
764
$401K ﹤0.01%
+7,507
765
$401K ﹤0.01%
35,694
+13,478
766
$399K ﹤0.01%
10,955
767
$397K ﹤0.01%
10,645
768
$396K ﹤0.01%
8,525
769
$395K ﹤0.01%
10,000
770
$394K ﹤0.01%
37,301
-100
771
$393K ﹤0.01%
90,250
-13,074
772
$391K ﹤0.01%
22,486
+3,159
773
$390K ﹤0.01%
4,720
774
$386K ﹤0.01%
+25,689
775
$384K ﹤0.01%
7,882
+784
29 30
31
32 33