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
176
$10.5M 0.11%
106,712
+25,078
177
$10.5M 0.11%
197,898
+161,856
178
$10.3M 0.11%
106,236
+12,372
179
$9.93M 0.1%
486,060
+109,395
180
$9.86M 0.1%
28,961
+2,402
181
$9.79M 0.1%
468,063
+65,138
182
$9.77M 0.1%
106,287
+3,872
183
$9.51M 0.1%
990,778
-439,200
184
$9.25M 0.09%
131,769
-14,106
185
$9.18M 0.09%
212,781
+168,581
186
$9.08M 0.09%
440,486
-400,982
187
$9.04M 0.09%
106,116
+4,079
188
$9.03M 0.09%
75,053
-146
189
$9M 0.09%
1,133,620
-38,390
190
$8.97M 0.09%
221,038
+64,126
191
$8.9M 0.09%
198,578
+7,301
192
$8.6M 0.09%
129,592
+6,160
193
$8.55M 0.09%
165,565
+107
194
$8.52M 0.09%
118,124
+2,806
195
$8.43M 0.09%
160,432
-61,032
196
$8.39M 0.09%
236,550
+34,120
197
$8.13M 0.08%
302,820
-7,095
198
$8M 0.08%
90,351
+7,489
199
$8M 0.08%
94,556
-16,484
200
$7.82M 0.08%
450,155
-12,845
6 7
8
9 10