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
$25.6B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,655
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$61.1M
3
+$49.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.9M
5
UNH icon
UnitedHealth
UNH
+$31.3M

Top Sells

1
+$60.6M
2
+$29.5M
3
+$19.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.6M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.36%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.9M 0.07%
178,782
-15,835
227
$17.9M 0.07%
74,397
+10,502
228
$17.8M 0.07%
177,733
+23,759
229
$17.7M 0.07%
165,529
-2,210
230
$17.5M 0.07%
81,995
-402
231
$17.4M 0.07%
666,162
+178,514
232
$17.3M 0.07%
117,408
+4,079
233
$17.3M 0.07%
436,314
+381,339
234
$17.1M 0.07%
423,921
+202,510
235
$17.1M 0.07%
69,266
+60,396
236
$17.1M 0.07%
638,405
-7,886
237
$17M 0.07%
196,764
+1,968
238
$16.9M 0.07%
359,292
+154,991
239
$16.9M 0.07%
191,234
+7,998
240
$16.8M 0.07%
82,429
+8,470
241
$16.8M 0.07%
675,000
+588,850
242
$16.8M 0.07%
140,323
+11,685
243
$16.6M 0.06%
50,984
+22,669
244
$16.6M 0.06%
179,178
+81,015
245
$16.4M 0.06%
104,915
+694
246
$16.3M 0.06%
1,080,537
+406,832
247
$16.3M 0.06%
350,306
+109,602
248
$16.2M 0.06%
273,299
+6,451
249
$16.2M 0.06%
413,139
-133,042
250
$16M 0.06%
50
+1
8 9
10
11 12