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
951
$244K ﹤0.01%
+67,900
952
$243K ﹤0.01%
+6,447
953
$241K ﹤0.01%
2,715
+40
954
$241K ﹤0.01%
+9,141
955
$241K ﹤0.01%
5,754
956
$241K ﹤0.01%
+17,000
957
$241K ﹤0.01%
+2,674
958
$240K ﹤0.01%
+5,064
959
$240K ﹤0.01%
9,299
-3,410
960
$239K ﹤0.01%
13,850
+1,260
961
$238K ﹤0.01%
12,369
+673
962
$237K ﹤0.01%
+7,035
963
$237K ﹤0.01%
2,975
964
$235K ﹤0.01%
+6,602
965
$235K ﹤0.01%
+3,960
966
$235K ﹤0.01%
5,981
-29,239
967
$234K ﹤0.01%
+18,000
968
$234K ﹤0.01%
+4,560
969
$234K ﹤0.01%
+6,938
970
$234K ﹤0.01%
5,504
-425
971
$233K ﹤0.01%
+3,440
972
$233K ﹤0.01%
5,505
973
$232K ﹤0.01%
23,549
-33,054
974
$231K ﹤0.01%
11,288
-3,556
975
$231K ﹤0.01%
5,920
37 38
39
40 41