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
1076
$100K ﹤0.01%
+10,000
1077
$99K ﹤0.01%
24,395
+82
1078
$97K ﹤0.01%
22,120
1079
$94K ﹤0.01%
11,100
1080
$91K ﹤0.01%
5,358
1081
$86K ﹤0.01%
+15,106
1082
$82K ﹤0.01%
3,050
+2,500
1083
$80K ﹤0.01%
1,000
1084
$76K ﹤0.01%
3,675
1085
$74K ﹤0.01%
125
-12
1086
$72K ﹤0.01%
11,000
1087
$70K ﹤0.01%
+10,000
1088
$69K ﹤0.01%
1,825
1089
$66K ﹤0.01%
2,500
1090
$65K ﹤0.01%
11,349
1091
$54K ﹤0.01%
+23,627
1092
$52K ﹤0.01%
1,890
1093
$50K ﹤0.01%
18,500
-300
1094
$48K ﹤0.01%
2,000
1095
$47K ﹤0.01%
63,912
+3,988
1096
$46K ﹤0.01%
12,951
1097
$42K ﹤0.01%
1,100
1098
$41K ﹤0.01%
195
1099
$38K ﹤0.01%
15,307
1100
$36K ﹤0.01%
15,357
42 43
44
45 46