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
1051
$148K ﹤0.01%
15,130
+4,995
1052
$146K ﹤0.01%
20,600
+600
1053
$146K ﹤0.01%
1,301
1054
$145K ﹤0.01%
+10,000
1055
$143K ﹤0.01%
4,710
1056
$141K ﹤0.01%
+21,471
1057
$140K ﹤0.01%
14,224
1058
$140K ﹤0.01%
+20,000
1059
$138K ﹤0.01%
15,021
+3,069
1060
$136K ﹤0.01%
21,000
+7,830
1061
$136K ﹤0.01%
10,093
1062
$132K ﹤0.01%
18,176
+2,176
1063
$127K ﹤0.01%
37,184
-7,574
1064
$127K ﹤0.01%
514
+75
1065
$126K ﹤0.01%
2,857
1066
$118K ﹤0.01%
19,139
+5,687
1067
$114K ﹤0.01%
+22,500
1068
$112K ﹤0.01%
20,827
-5,525
1069
$110K ﹤0.01%
10,110
-245
1070
$110K ﹤0.01%
16,000
1071
$109K ﹤0.01%
11,445
1072
$109K ﹤0.01%
66,000
1073
$108K ﹤0.01%
14,774
-148
1074
$103K ﹤0.01%
2,282
+52
1075
$101K ﹤0.01%
170
+7
41 42
43
44 45