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
1201
– –
-4
1202
– –
-9,900
1203
– –
-3,726
1204
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-23,177
1205
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-63,711
1206
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1207
– –
-1,890
1208
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-1,583
1209
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-3,622
1210
– –
-578,900
1211
– –
-8,160
1212
– –
-32,100
1213
– –
-25,000
1214
– –
-126,816
1215
– –
-6,150
1216
– –
-12,735
1217
– –
-6,130
1218
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-78,199
1219
– –
-23,000
1220
– –
-43,254
1221
– –
-5,650
1222
– –
-3,960
1223
– –
-15,000
1224
– –
-7,080
1225
– –
-87,972
46 47 48
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