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
151
$13.8M 0.14%
229,499
+153,262
152
$13.8M 0.14%
338,532
+39,459
153
$13.8M 0.14%
227,286
-13,716
154
$13.7M 0.14%
205,597
+10,268
155
$13.5M 0.14%
94,504
+23,200
156
$13.3M 0.14%
451,986
+154,824
157
$12.9M 0.13%
187,874
+13,467
158
$12.7M 0.13%
238,755
-23,430
159
$12.6M 0.13%
206,533
+17,692
160
$12.3M 0.13%
373,490
+19,703
161
$12.3M 0.13%
409,977
+4,218
162
$12.2M 0.13%
108,168
+20,793
163
$12.2M 0.12%
81,622
+172
164
$12.1M 0.12%
379,394
+65,519
165
$11.7M 0.12%
146,370
-7,344
166
$11.6M 0.12%
400,818
+214,484
167
$11.5M 0.12%
504,952
+11,304
168
$11.2M 0.12%
166,112
+4,185
169
$11.1M 0.11%
382,071
+35,262
170
$11M 0.11%
1,576,100
+42,684
171
$10.9M 0.11%
35,657
+720
172
$10.9M 0.11%
+189,426
173
$10.8M 0.11%
81,775
+70,605
174
$10.7M 0.11%
75,202
+2,762
175
$10.6M 0.11%
113,263
-1,641
5 6
7
8 9