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
276
$13.8M 0.05%
+245,448
277
$13.4M 0.05%
145,875
-34,563
278
$13.3M 0.05%
779,032
+741,815
279
$13.3M 0.05%
38,066
+34,900
280
$13.2M 0.05%
622,710
-226,624
281
$13.2M 0.05%
190,410
-15,923
282
$13.1M 0.05%
93,420
+90,258
283
$13M 0.05%
210,343
+32,008
284
$12.8M 0.05%
93,212
+1,394
285
$12.8M 0.05%
58,696
+1,232
286
$12.7M 0.05%
213,533
+8,824
287
$12.6M 0.05%
85,780
+9,272
288
$12.6M 0.05%
116,471
-7,519
289
$12.6M 0.05%
140,100
+12,649
290
$12.5M 0.05%
462,170
-20,914
291
$12.5M 0.05%
324,318
+11,175
292
$12.5M 0.05%
225,500
+129,282
293
$12.5M 0.05%
99,843
-53
294
$12.4M 0.05%
111,126
-388
295
$12.4M 0.05%
320,189
+310,696
296
$12.3M 0.05%
209,091
+134,127
297
$12.1M 0.05%
272,919
-79,129
298
$12.1M 0.05%
126,742
+6,981
299
$12M 0.05%
339,226
-76,684
300
$12M 0.05%
74,240
+1,346
10 11
12
13 14