JPMPWA

J.P. 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
$13.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$23.8M
3
+$21.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

1
+$28.5M
2
+$20.5M
3
+$17M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
C icon
Citigroup
C
+$11.1M

Sector Composition

1 Technology 11.84%
2 Financials 10.22%
3 Healthcare 10.13%
4 Industrials 6.92%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$923M 6.65%
3,674,993
+142,388
2
$373M 2.69%
9,689,524
+108,060
3
$296M 2.13%
1,282,001
+2,238
4
$249M 1.79%
1,778,305
-9,196
5
$249M 1.79%
1,677,899
+59,901
6
$207M 1.49%
1,213,115
-1,748
7
$202M 1.45%
2,707,686
+25,848
8
$192M 1.39%
1,538,938
+144,374
9
$190M 1.37%
2,000,757
-92,412
10
$189M 1.36%
1,606,544
+6,486
11
$186M 1.34%
1,570,935
+138,321
12
$168M 1.21%
1,849,827
+50,051
13
$154M 1.11%
1,029,088
+7,628
14
$152M 1.09%
600,057
+56,203
15
$151M 1.09%
1,579,567
+10,239
16
$140M 1.01%
1,255,061
-72,649
17
$139M 1%
2,862,720
+64,220
18
$122M 0.87%
934,617
+53,231
19
$120M 0.87%
1,750,894
+6,991
20
$117M 0.84%
805,050
+51,334
21
$116M 0.84%
1,415,876
+43,613
22
$110M 0.79%
591,008
-14,887
23
$110M 0.79%
3,236,846
+190,325
24
$109M 0.78%
1,227,113
-29,969
25
$106M 0.76%
2,788,388
-11,783
1
2 3 4 5