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
$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
226
$9.92M 0.07%
106,155
+959
227
$9.9M 0.07%
154,255
+25,873
228
$9.89M 0.07%
243,094
-430
229
$9.86M 0.07%
118,257
-476
230
$9.83M 0.07%
173,038
+22,870
231
$9.77M 0.07%
48,187
-35,241
232
$9.74M 0.07%
252,013
-10,180
233
$9.67M 0.07%
276,031
+16,250
234
$9.57M 0.07%
225,154
-12,484
235
$9.47M 0.07%
195,500
+97,073
236
$9.31M 0.07%
110,393
+7,661
237
$9.27M 0.07%
116,457
-48,357
238
$9.26M 0.07%
65,551
-334
239
$9.21M 0.07%
102,680
+31,185
240
$9.13M 0.07%
107,882
-47,498
241
$9.09M 0.07%
111,684
+16,325
242
$8.97M 0.06%
58,176
-6,800
243
$8.93M 0.06%
420,098
+11,681
244
$8.91M 0.06%
47,608
+2,544
245
$8.85M 0.06%
175,689
+18,766
246
$8.8M 0.06%
175,773
-15,359
247
$8.71M 0.06%
406,615
-2,345
248
$8.57M 0.06%
141,510
+16,063
249
$8.55M 0.06%
45,048
+302
250
$8.51M 0.06%
55,997
-4,748
8 9
10
11 12