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
201
$7.4M 0.08%
117,589
+215
202
$7.37M 0.08%
61,354
+11,753
203
$7.17M 0.07%
101,402
+4,701
204
$7.12M 0.07%
224,200
-25,759
205
$7.03M 0.07%
82,968
+8,827
206
$6.98M 0.07%
154,209
+3,300
207
$6.71M 0.07%
121,580
+109,186
208
$6.71M 0.07%
61,477
+18,316
209
$6.67M 0.07%
60,251
+9,693
210
$6.65M 0.07%
203,958
-39,722
211
$6.6M 0.07%
68,585
+6,260
212
$6.6M 0.07%
231,757
+8
213
$6.52M 0.07%
101,152
+150
214
$6.45M 0.07%
337,795
+7,065
215
$6.43M 0.07%
94,674
-15,895
216
$6.26M 0.06%
221,571
-6,198
217
$6.23M 0.06%
63,089
-9,423
218
$6.21M 0.06%
145,074
+66,305
219
$6.17M 0.06%
238,074
+7,126
220
$6.1M 0.06%
32,279
-1,009
221
$6.06M 0.06%
126,756
+36,936
222
$5.95M 0.06%
31,350
-266
223
$5.94M 0.06%
46,672
+10,833
224
$5.93M 0.06%
88,842
+27,106
225
$5.86M 0.06%
+192,392
7 8
9
10 11