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
976
$230K ﹤0.01%
+8,790
977
$229K ﹤0.01%
+4,300
978
$229K ﹤0.01%
11,177
979
$228K ﹤0.01%
+5,045
980
$227K ﹤0.01%
1,920
981
$226K ﹤0.01%
+1,765
982
$226K ﹤0.01%
+4,090
983
$226K ﹤0.01%
9,761
984
$225K ﹤0.01%
11,840
985
$224K ﹤0.01%
+10,453
986
$223K ﹤0.01%
4,080
-218
987
$223K ﹤0.01%
+4,024
988
$223K ﹤0.01%
3,695
-2,023
989
$222K ﹤0.01%
+2,981
990
$222K ﹤0.01%
19,161
+160
991
$221K ﹤0.01%
+7,365
992
$221K ﹤0.01%
+3,924
993
$221K ﹤0.01%
3,916
+145
994
$218K ﹤0.01%
13,070
-897
995
$217K ﹤0.01%
5,422
-18,056
996
$215K ﹤0.01%
+4,900
997
$214K ﹤0.01%
3,121
-3,937
998
$212K ﹤0.01%
+5,518
999
$212K ﹤0.01%
+14,776
1000
$212K ﹤0.01%
+6,896
38 39
40
41 42