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
76
$37.9M 0.39%
773,911
+2,087
77
$36.8M 0.38%
588,376
+36,308
78
$36.5M 0.37%
1,081,040
+68,420
79
$36.5M 0.37%
588,596
-99,161
80
$35.4M 0.36%
829,270
+18,186
81
$35.2M 0.36%
463,224
-9,394
82
$34.5M 0.35%
158,885
+8,281
83
$33.8M 0.35%
921,610
+250,712
84
$32.2M 0.33%
517,326
+39,480
85
$31.6M 0.32%
788,860
+75,824
86
$30.4M 0.31%
286,178
+153,021
87
$30.4M 0.31%
168,647
+50,115
88
$30.1M 0.31%
342,120
+81,577
89
$29.4M 0.3%
808,869
+4,818
90
$28.9M 0.3%
1,992,820
-8,720
91
$28.9M 0.3%
239,618
+23,865
92
$28.7M 0.29%
243,571
+20,854
93
$28.2M 0.29%
700,740
+11,660
94
$27.6M 0.28%
256,172
-9,923
95
$27.4M 0.28%
379,865
+10,496
96
$27.3M 0.28%
363,733
-2,582
97
$27.1M 0.28%
259,834
+27,279
98
$26.8M 0.28%
402,682
-9,434
99
$26.5M 0.27%
526,687
-39,608
100
$26.2M 0.27%
335,494
-16,843
2 3
4
5 6