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
776
$384K ﹤0.01%
+11,525
777
$382K ﹤0.01%
515
778
$381K ﹤0.01%
20,163
+3,232
779
$381K ﹤0.01%
6,729
-2,286
780
$380K ﹤0.01%
+17,355
781
$379K ﹤0.01%
6,643
782
$378K ﹤0.01%
28,485
783
$378K ﹤0.01%
+23,238
784
$378K ﹤0.01%
12,542
+2,912
785
$377K ﹤0.01%
14,269
-5,935
786
$377K ﹤0.01%
+8,687
787
$375K ﹤0.01%
13,047
+5,742
788
$374K ﹤0.01%
22,774
789
$373K ﹤0.01%
7,786
-846
790
$372K ﹤0.01%
+7,990
791
$368K ﹤0.01%
17,210
792
$367K ﹤0.01%
8,677
793
$365K ﹤0.01%
25,928
+1,096
794
$365K ﹤0.01%
+30,041
795
$365K ﹤0.01%
10,108
+201
796
$362K ﹤0.01%
7,558
797
$361K ﹤0.01%
21,435
798
$360K ﹤0.01%
13,568
-18,405
799
$360K ﹤0.01%
+15,800
800
$358K ﹤0.01%
+14,204
30 31
32
33 34