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
876
$291K ﹤0.01%
6,345
877
$291K ﹤0.01%
7,706
-262
878
$291K ﹤0.01%
+7,767
879
$290K ﹤0.01%
+1,661
880
$289K ﹤0.01%
18,278
+481
881
$288K ﹤0.01%
20,600
+3,057
882
$288K ﹤0.01%
4,018
-2,488
883
$288K ﹤0.01%
2,414
-10
884
$288K ﹤0.01%
+45,000
885
$287K ﹤0.01%
5,717
-49
886
$287K ﹤0.01%
+10,738
887
$287K ﹤0.01%
+19,500
888
$284K ﹤0.01%
+3,521
889
$284K ﹤0.01%
+7,303
890
$282K ﹤0.01%
+9,532
891
$281K ﹤0.01%
6,085
-2,259
892
$280K ﹤0.01%
5,653
-4,105
893
$280K ﹤0.01%
+2,512
894
$280K ﹤0.01%
9,120
+2,850
895
$280K ﹤0.01%
8,059
+3,286
896
$279K ﹤0.01%
8,221
897
$279K ﹤0.01%
5,898
+129
898
$279K ﹤0.01%
43,608
+6,072
899
$277K ﹤0.01%
4,253
+440
900
$277K ﹤0.01%
2,658
+615
34 35
36
37 38