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
251
$8.47M 0.06%
111,787
-8,171
252
$8.33M 0.06%
49,566
+23,884
253
$8.3M 0.06%
62,857
-3,842
254
$8.22M 0.06%
39,980
-1,493
255
$8.19M 0.06%
61,895
+2,418
256
$7.97M 0.06%
350,595
+2,415
257
$7.85M 0.06%
139,980
+100,320
258
$7.82M 0.06%
51,692
-10,373
259
$7.72M 0.06%
143,182
+10,726
260
$7.62M 0.05%
111,200
+1,711
261
$7.35M 0.05%
116,920
-4,733
262
$7.27M 0.05%
76,081
+2,160
263
$7.25M 0.05%
141,830
+1,070
264
$7.23M 0.05%
85,161
+48,151
265
$7.16M 0.05%
104,168
+7,320
266
$7.03M 0.05%
6,146
+238
267
$7.02M 0.05%
292,338
+34,944
268
$6.91M 0.05%
183,914
+2,111
269
$6.87M 0.05%
206,476
+4,756
270
$6.86M 0.05%
357,002
+7,425
271
$6.74M 0.05%
208,212
-116,804
272
$6.7M 0.05%
3,984
-50
273
$6.67M 0.05%
114,993
-98
274
$6.66M 0.05%
72,683
+3,616
275
$6.6M 0.05%
56,057
+1,660
9 10
11
12 13