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
851
$309K ﹤0.01%
60,097
-2,417
852
$309K ﹤0.01%
2,865
+845
853
$309K ﹤0.01%
6,224
+1,833
854
$308K ﹤0.01%
10,000
-2,006
855
$302K ﹤0.01%
40,892
-1,798
856
$300K ﹤0.01%
+1,438
857
$300K ﹤0.01%
10,370
-2,550
858
$299K ﹤0.01%
15,145
+1,380
859
$299K ﹤0.01%
4,912
-161
860
$298K ﹤0.01%
6,612
+316
861
$298K ﹤0.01%
9,997
+1,262
862
$298K ﹤0.01%
5,997
+147
863
$297K ﹤0.01%
8,210
864
$297K ﹤0.01%
12,300
865
$296K ﹤0.01%
+13,322
866
$295K ﹤0.01%
+20,363
867
$295K ﹤0.01%
22,052
-424
868
$295K ﹤0.01%
4,778
+1,153
869
$294K ﹤0.01%
4,220
-182
870
$294K ﹤0.01%
5,950
-1,830
871
$294K ﹤0.01%
1,714
+218
872
$294K ﹤0.01%
+23,780
873
$294K ﹤0.01%
15,970
874
$292K ﹤0.01%
8,114
+241
875
$291K ﹤0.01%
4,568
-661
33 34
35
36 37