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
926
$258K ﹤0.01%
+7,322
927
$258K ﹤0.01%
15,917
+3,004
928
$258K ﹤0.01%
20,860
+4,800
929
$257K ﹤0.01%
5,014
+53
930
$257K ﹤0.01%
5,062
-1,451
931
$256K ﹤0.01%
4,068
+90
932
$255K ﹤0.01%
+5,897
933
$255K ﹤0.01%
+4,341
934
$254K ﹤0.01%
6,052
-1,340
935
$254K ﹤0.01%
+2,620
936
$254K ﹤0.01%
15,856
937
$253K ﹤0.01%
+9,958
938
$253K ﹤0.01%
+5,067
939
$251K ﹤0.01%
7,657
+158
940
$251K ﹤0.01%
+10,320
941
$250K ﹤0.01%
3,186
-2,564
942
$250K ﹤0.01%
2,008
+142
943
$250K ﹤0.01%
3,363
-4,700
944
$247K ﹤0.01%
6,828
945
$247K ﹤0.01%
+10,641
946
$247K ﹤0.01%
3,235
+181
947
$246K ﹤0.01%
3,250
+800
948
$245K ﹤0.01%
8,847
-4,525
949
$245K ﹤0.01%
+6,850
950
$244K ﹤0.01%
22,066
+4,366
36 37
38
39 40