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
826
$331K ﹤0.01%
+8,697
827
$331K ﹤0.01%
+14,084
828
$331K ﹤0.01%
6,014
+134
829
$329K ﹤0.01%
9,776
+1,629
830
$327K ﹤0.01%
26,107
-19,611
831
$326K ﹤0.01%
+7,027
832
$326K ﹤0.01%
80,024
+26,033
833
$325K ﹤0.01%
6,915
834
$325K ﹤0.01%
9,000
835
$324K ﹤0.01%
37,300
-920
836
$324K ﹤0.01%
+7,024
837
$323K ﹤0.01%
3,729
+714
838
$322K ﹤0.01%
13,400
839
$321K ﹤0.01%
8,333
-430
840
$321K ﹤0.01%
30,431
+20,200
841
$319K ﹤0.01%
16,545
+1,554
842
$318K ﹤0.01%
2,421
+106
843
$317K ﹤0.01%
+5,616
844
$317K ﹤0.01%
14,701
-313
845
$317K ﹤0.01%
9,455
-5,422
846
$314K ﹤0.01%
7,220
847
$314K ﹤0.01%
6,331
-3,680
848
$314K ﹤0.01%
8,690
849
$313K ﹤0.01%
4,462
+795
850
$309K ﹤0.01%
11,016
+613
32 33
34
35 36