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
1001
$211K ﹤0.01%
+3,107
1002
$210K ﹤0.01%
+2,647
1003
$210K ﹤0.01%
+17,006
1004
$210K ﹤0.01%
+8,865
1005
$210K ﹤0.01%
+3,254
1006
$209K ﹤0.01%
+1,137
1007
$208K ﹤0.01%
+6,530
1008
$208K ﹤0.01%
+1,661
1009
$207K ﹤0.01%
10,182
-1,128
1010
$205K ﹤0.01%
2,179
1011
$204K ﹤0.01%
+6,815
1012
$203K ﹤0.01%
3,376
-1,539
1013
$203K ﹤0.01%
+2,440
1014
$203K ﹤0.01%
+8,376
1015
$203K ﹤0.01%
+7,962
1016
$202K ﹤0.01%
9,767
1017
$202K ﹤0.01%
+6,532
1018
$201K ﹤0.01%
1,125
1019
$201K ﹤0.01%
15,000
1020
$200K ﹤0.01%
13,954
-5,661
1021
$199K ﹤0.01%
10,273
-10,650
1022
$199K ﹤0.01%
16,331
1023
$192K ﹤0.01%
130,373
1024
$190K ﹤0.01%
2,000
-181
1025
$187K ﹤0.01%
+10,715
39 40
41
42 43