JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$150M
2
+$118M
3
+$111M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$84.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$77M

Top Sells

1
+$73.7M
2
+$27.5M
3
+$16.8M
4
ETP
Energy Transfer Partners L.p.
ETP
+$16.6M
5
C icon
Citigroup
C
+$16M

Sector Composition

1 Technology 11.98%
2 Healthcare 10.85%
3 Financials 10.49%
4 Communication Services 8.64%
5 Industrials 7.48%
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
– –
-10,000
1116
– –
-23,000
1117
– –
-43,254
1118
– –
-15,000
1119
– –
-35,444
1120
– –
-11,931
1121
– –
-37,450
1122
– –
-8,454
1123
– –
-6,273
1124
– –
-9,243
1125
– –
-242,078
43 44
45
46 47