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
901
$276K ﹤0.01%
+16,000
902
$275K ﹤0.01%
32,566
+293
903
$275K ﹤0.01%
+7,106
904
$274K ﹤0.01%
+6,650
905
$273K ﹤0.01%
12,448
+5,670
906
$273K ﹤0.01%
3,854
-1,437
907
$273K ﹤0.01%
4,214
-1,773
908
$272K ﹤0.01%
+6,462
909
$271K ﹤0.01%
8,586
+42
910
$271K ﹤0.01%
1,154
-367
911
$271K ﹤0.01%
6,923
+587
912
$269K ﹤0.01%
9,069
+1,667
913
$269K ﹤0.01%
+4,587
914
$269K ﹤0.01%
+5,395
915
$268K ﹤0.01%
15,025
+5,000
916
$266K ﹤0.01%
11,934
-3,908
917
$266K ﹤0.01%
+7,794
918
$263K ﹤0.01%
+5,839
919
$262K ﹤0.01%
+8,665
920
$262K ﹤0.01%
+26,656
921
$261K ﹤0.01%
5,470
+708
922
$260K ﹤0.01%
9,168
+3
923
$259K ﹤0.01%
9,264
-8,686
924
$259K ﹤0.01%
+9,693
925
$258K ﹤0.01%
23,015
-17,402
35 36
37
38 39