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
1176
– –
-10,782
1177
– –
-10,930
1178
– –
-10,000
1179
– –
-10,000
1180
– –
-21,000
1181
– –
-3,438
1182
– –
-83,360
1183
– –
-10,313
1184
– –
-8,553
1185
– –
-15,806
1186
– –
-2,003
1187
– –
-18,576
1188
– –
-15,000
1189
– –
-12,000
1190
– –
-51,196
1191
– –
-10,327
1192
– –
-11,200
1193
– –
-20,000
1194
– –
-10,149
1195
– –
-5,500
1196
– –
-3,221
1197
– –
-9,350
1198
– –
-10,422
1199
– –
-41,040
1200
– –
-17,234
46 47
48
49 50