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
101
$25.9M 0.27%
364,200
+15,273
102
$25.3M 0.26%
383,098
-9,690
103
$25.1M 0.26%
582,248
+4,914
104
$25.1M 0.26%
484,401
-300,760
105
$24.7M 0.25%
875,810
+540,196
106
$24.5M 0.25%
319,240
-5,759
107
$24.4M 0.25%
590,903
+375,068
108
$24M 0.25%
189,365
+4,254
109
$23.8M 0.24%
749,718
+20,429
110
$23.7M 0.24%
322,229
+72,796
111
$23.7M 0.24%
328,423
+11,727
112
$22.8M 0.23%
312,273
-3,631
113
$22.7M 0.23%
367,833
-2,843
114
$21.6M 0.22%
371,494
+115,078
115
$21.4M 0.22%
317,372
-38,921
116
$21.3M 0.22%
514,722
+55,919
117
$21.1M 0.22%
294,774
+311
118
$20.8M 0.21%
218,083
+33,786
119
$20.7M 0.21%
66,375
-6,377
120
$20.2M 0.21%
258,155
+7,019
121
$20.2M 0.21%
176,402
+702
122
$19.5M 0.2%
1,309,778
-519,532
123
$19.5M 0.2%
164,696
+71,156
124
$19.3M 0.2%
236,327
+94,662
125
$18.7M 0.19%
261,814
-1,918
3 4
5
6 7