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
126
$18.5M 0.19%
848,019
-149,664
127
$18.3M 0.19%
787,870
+3,384
128
$18.1M 0.19%
341,552
+18,137
129
$17.7M 0.18%
336,454
+16,256
130
$17.2M 0.18%
394,561
-21,531
131
$16.6M 0.17%
400,116
+3,391
132
$16.5M 0.17%
264,470
+22,644
133
$16.3M 0.17%
277,978
+13,060
134
$16.3M 0.17%
75,700
135
$16.2M 0.17%
347,594
-7,825
136
$15.9M 0.16%
85,152
-6,589
137
$15.9M 0.16%
361,436
+833
138
$15.7M 0.16%
365,412
+39,473
139
$15.6M 0.16%
223,572
-27,363
140
$15.4M 0.16%
125,892
+5,852
141
$15.3M 0.16%
587,892
+28,560
142
$15.1M 0.15%
100,216
+2,714
143
$15M 0.15%
262,073
-6,120
144
$14.9M 0.15%
151,177
-9,686
145
$14.6M 0.15%
341,788
+55,893
146
$14.4M 0.15%
261,802
+16,690
147
$14.4M 0.15%
+546,279
148
$14M 0.14%
111,808
+6,037
149
$14M 0.14%
309,810
-8,558
150
$13.9M 0.14%
257,808
-5,576
4 5
6
7 8