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
1101
$34K ﹤0.01%
1,148
-370
1102
$26K ﹤0.01%
131,250
1103
$23K ﹤0.01%
1,042
-3,875
1104
$19K ﹤0.01%
+10,800
1105
$17K ﹤0.01%
1,230
+586
1106
$16K ﹤0.01%
+1,505
1107
$14K ﹤0.01%
10,000
1108
$13K ﹤0.01%
+167
1109
$10K ﹤0.01%
66
-1
1110
$9K ﹤0.01%
180
1111
$8K ﹤0.01%
10,175
1112
$8K ﹤0.01%
1,000
1113
$7K ﹤0.01%
10,010
1114
$2K ﹤0.01%
10,072
1115
– –
-68,816
1116
– –
-20,000
1117
– –
-201,927
1118
– –
-13,052
1119
– –
-12,725
1120
– –
-5,242
1121
– –
-1,957
1122
– –
-7,480
1123
– –
-11,000
1124
– –
-4,183
1125
– –
-15,000
43 44
45
46 47