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
801
$357K ﹤0.01%
9,215
-421
802
$357K ﹤0.01%
7,658
+158
803
$356K ﹤0.01%
+52,350
804
$356K ﹤0.01%
26,263
+973
805
$352K ﹤0.01%
18,864
-19,076
806
$350K ﹤0.01%
14,350
807
$349K ﹤0.01%
4,673
+1,137
808
$348K ﹤0.01%
10,293
809
$347K ﹤0.01%
18,417
-1,296
810
$347K ﹤0.01%
+4,470
811
$346K ﹤0.01%
4,509
+674
812
$346K ﹤0.01%
+48,555
813
$346K ﹤0.01%
3,286
+385
814
$343K ﹤0.01%
6,535
-400
815
$343K ﹤0.01%
+3,721
816
$343K ﹤0.01%
16,405
+5,422
817
$343K ﹤0.01%
23,718
818
$343K ﹤0.01%
18,270
819
$342K ﹤0.01%
9,595
+1,900
820
$341K ﹤0.01%
7,337
+1,463
821
$340K ﹤0.01%
+24,028
822
$334K ﹤0.01%
21,583
823
$334K ﹤0.01%
13,318
+23
824
$332K ﹤0.01%
9,421
-4,823
825
$332K ﹤0.01%
+11,570
31 32
33
34 35