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
251
$15.7M 0.06%
28,030
-1,699
252
$15.6M 0.06%
209,871
+22,438
253
$15.3M 0.06%
54,569
+39,229
254
$15.3M 0.06%
199,068
-9,955
255
$15.3M 0.06%
304,329
+103,635
256
$15.2M 0.06%
97,657
+1,681
257
$15.2M 0.06%
142,391
+27,169
258
$15.1M 0.06%
532,280
+504,555
259
$15M 0.06%
287,771
+134,792
260
$14.9M 0.06%
59,294
+8,839
261
$14.9M 0.06%
206,589
+105,502
262
$14.7M 0.06%
57,752
+47,456
263
$14.7M 0.06%
421,253
+82,450
264
$14.7M 0.06%
248,356
-2,432
265
$14.6M 0.06%
65,559
+63,225
266
$14.4M 0.06%
182,353
+154,228
267
$14.3M 0.06%
165,611
-622
268
$14.3M 0.06%
42,590
+4,772
269
$14.3M 0.06%
101,378
-638
270
$14.1M 0.06%
45,442
+1,067
271
$14.1M 0.05%
174,328
+7,173
272
$14M 0.05%
50,978
+45,771
273
$13.9M 0.05%
178,829
-1,115
274
$13.9M 0.05%
37,605
+5,307
275
$13.8M 0.05%
42,127
-9,552
9 10
11
12 13