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
1026
$186K ﹤0.01%
18,172
1027
$184K ﹤0.01%
+1,800
1028
$184K ﹤0.01%
11,070
-674
1029
$180K ﹤0.01%
722
+120
1030
$177K ﹤0.01%
+23,000
1031
$177K ﹤0.01%
11,916
1032
$174K ﹤0.01%
17,763
+4
1033
$172K ﹤0.01%
27,590
+4,700
1034
$171K ﹤0.01%
13,603
-8,406
1035
$170K ﹤0.01%
20,177
+1,961
1036
$169K ﹤0.01%
12,000
1037
$169K ﹤0.01%
2,742
-1,398
1038
$168K ﹤0.01%
37,775
+9,590
1039
$168K ﹤0.01%
+10,693
1040
$168K ﹤0.01%
13,758
1041
$167K ﹤0.01%
+11,985
1042
$166K ﹤0.01%
51,248
-77,302
1043
$165K ﹤0.01%
13,500
1044
$164K ﹤0.01%
18,000
1045
$164K ﹤0.01%
11,600
1046
$163K ﹤0.01%
+10,069
1047
$162K ﹤0.01%
+12,080
1048
$160K ﹤0.01%
+65
1049
$160K ﹤0.01%
34,334
-3,232
1050
$149K ﹤0.01%
36,249
+1,250
40 41
42
43 44