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
276
$6.56M 0.05%
266,227
+74,340
277
$6.53M 0.05%
198,784
+51,399
278
$6.5M 0.05%
262,738
+4,629
279
$6.46M 0.05%
159,867
-20,393
280
$6.44M 0.05%
267,484
-6,298
281
$6.4M 0.05%
179,143
-67,641
282
$6.34M 0.05%
54,940
+780
283
$6.34M 0.05%
140,361
+11,586
284
$6.28M 0.05%
502,496
+32,396
285
$6.23M 0.04%
25,165
-2,258
286
$6.19M 0.04%
71,752
+2,795
287
$6.15M 0.04%
204,395
+6,380
288
$6.03M 0.04%
78,351
-960
289
$6.02M 0.04%
32,338
-153,190
290
$5.99M 0.04%
3,270
-436
291
$5.83M 0.04%
211,152
-7,554
292
$5.83M 0.04%
37,281
+12,296
293
$5.76M 0.04%
172,733
+35,214
294
$5.75M 0.04%
401,002
295
$5.74M 0.04%
66,816
+4,986
296
$5.62M 0.04%
163,410
-9,235
297
$5.59M 0.04%
242,875
+3,635
298
$5.58M 0.04%
99,735
-1,456
299
$5.57M 0.04%
48,886
+58
300
$5.55M 0.04%
118,186
+578
10 11
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